If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to consider a Charitable Remainder Trust (CRT) first.

Undue influence can have a disastrous effect on your aging parents and other senior relatives’ estate planning.

August is “National Make-A-Will Month” - do you have one? In part two of this series, we examine what a will does not do.

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations! This week, we examine what a will does.

One alternative way to save for your offspring’s higher education is by using an irrevocable trust.

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.

Blended families present a number of particularly challenging legal and financial issues from an estate planning perspective. Indeed, though all families should have an estate plan, planning is absolutely essential for those with blended families.