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What’s the First Step in Estate Planning?

For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any ...

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What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.

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Is Your Home Your Largest Asset or Biggest Liability?

Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.

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How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.

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How Does a Charitable Trust Help with Estate Planning?

In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.

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What Is Considered an Asset in an Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

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What Planning Should I Do in My 50s?

If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.

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Does My State Have an Inheritance Tax?

Do you have to pay taxes on inheritance?

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What Happens If a Trust Is Invalid?

This case should be required reading for any person who has an interest in an entity or a trust.

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What Estate Planning Documents Should Everyone Have?

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.

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