Is estate planning only for the wealthy or the elderly? A HelloNation article featuring Estate Planning Attorney Aaron Miller of Miller Law Office, PLLC in Plano, TX, challenges that myth and outlines ...

A financial advisor can help you understand how your beneficiary choices fit into your financial strategy and ensure your ...

Most Americans believe their will distributes their estate, but that's not the case when it comes to retirement accounts, ...

Some clients who ask for a trust don’t need one, says Jos Herman, founder of Resources & Solutions Professional Corp., an insurance and estates consulting firm. She told an audience at the Independent ...

Chad Cummings, certified public accountant (CPA) and attorney at Cummings Law shared what four things seniors need to check when it comes to estate taxes.

Estate planning is the act of deciding - while you still can - what your life's work means rather than leaving it to chance.

I’ve written several articles about the advantages of Roth IRAs, but I have never discussed the beneficiary rules, which ...

A generous inheritance can, paradoxically, leave a vulnerable loved one worse off. The solution is a Special Needs Trust — ...

Without further ado, let’s examine some tougher start/sit decisions for Week 23: ...

The question of whether to merge finances isn’t just a logistical one, it’s philosophical. Getting it right can set the tone ...

Many people are familiar with the concept of “spring cleaning;” designating a certain time of year to really clean things up ...