France is the best (extremely complicated) example. Like anything bureaucratic in France, there are the rules, the exceptions ...

Financial experts weigh in on new tools like DAFs, 529 changes and estate tax updates spurred by the One Big Beautiful Bill ...

Every adult should have a health care proxy and power of attorney — they save loved ones time, money and stress if a sudden ...

Families often turn to estate planning strategies to protect their wealth and pass it on smoothly to future generations.

For individual clients, the Legislation provides estate and tax planning opportunities, including through the increase in the federal gift, estate ...

Learn how to avoid costly estate planning mistakes with these expert-backed wealth transfer strategies for U.S. families.

Estate planning attorney Ed Matthews is planning to join FOX Local’s All Day streaming broadcast on Wednesday, July 22 during the live noontime show.

UW Extension and Hilltop Bank Trust and Wealth Management are partnering to host a free lunch-and-learn workshop titled “Securing Your Legacy – Estate Planning” on July 30 from ...

Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already have an estate plan. The only question is: Did ...

Regular updates to your estate plan, especially during significant life events such as divorce, are crucial to avoiding default state laws that may not align with your preferences.

Fidelity representatives will be available to meet on campus at the Student Union for Idaho Optional Retirement Plan participants. A financial consultant helps to develop financial goals, prepare for ...