Estate Planning

Lawyers’ fees vary greatly and their systems of charging fees vary as well.  ...

The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.  Here are some of the rules and concerns when designating beneficiaries.

Are you ready for old age? An essential and empowering book addresses the important issues and directs readers to a myriad of resources to help them plan for the realities of aging.  ...

Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. But later-in-life parents have some special estate planning and retirement considerations.

While most of the new tax law has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers, including changes to the estate tax and 529 accounts.

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. Very few taxpayers will have to pay a gift tax in any case.

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay money that you owe.

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing this less beneficial.

When your child reaches the age of 18, you no longer have the same level of access to, or authority over, his or her financial, educational and medical information. There are steps you can take to make sure your child...