A brief advisory has spotlighted a legal and financial snag that many families face but few prepare for: settling two linked ...

The new report will catch some folks off guard when they are doing normal estate and asset protection planning.

Previous generations often defaulted to siblings when they lacked spouses or children. Millennials do not always follow that ...

In a traditional family structure with one set of parents and children, estate planning focuses on straightforward goals, ...

Death and taxes may be inevitable, but a big bill for your heirs doesn’t have to be. Estate planners say many of the ...

The Trump account is a tax-advantaged IRA-like account that is designed specifically for children. Trump accounts become ...

David Mitchell thought his estate planning was bulletproof. A will drafted in 1998, life insurance beneficiaries set when his kids were teenagers and a conviction that Utah's lack of state ...

The death of an employee is, above all, a human loss. In the days that follow, employers are often called on to address final wages, payroll taxes, and employee benefits in a way that supports the ...

You can’t take it with you, so what happens to your bank account after you pass on?