Estate planning isn't about focusing on your demise, one advisor says; it's about taking control and making decisions that ...

The current generation of Baby Boomers has acquired more wealth than any generation in the history of mankind. And they are ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

I write about your wealth and wellbeing during and after divorce. Estate planning is the process of organizing how your assets—like your money, property, and belongings—will be managed and ...

Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

“Not creating or maintaining a solid accounting and record keeping system by a family is one of the biggest mistakes in the estate planning process. Simple family financial statements can be ...

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday ...

Upstream gifting is a tax and estate planning strategy that calls on giving highly-appreciated assets to someone in an older generation, who in turns leaves the assets to the original owner's ...