Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to

Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procras

Estate Planning for Your Digital Assets January 4, 2017 Have you addressed this issue? Social media and email accounts. Creative works,

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the...

Running into financial troubles isn't the only reason that some closely held businesses fail to succeed. Their untimely demise may result...