You can cut the cost of retirement planning by doing it yourself. But for something this important, it might be wiser to call ...

As seniors age, they and their caregivers face increasing financial challenges. Understanding the legal tools available to ...

Betrothed couples are racing to plan quick-turnaround weddings. Condensing the planning, they say, saves them on costs and ...

By definition, generational wealth, also referred to as family wealth or legacy wealth, represents wealth passed down from ...

When planning your estate, leave instructions for handling your online accounts, data and other electronic affairs.

You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — ...

As you map out your estate plan, mapping out beneficiaries and keeping it up to date is key in order for the most funds ...

A divorce will not automatically change estate planning. The keys to making these changes are ensuring an ex-spouse cannot ...

Probate can be a real headache, and it’s something most folks want to dodge if they can. It’s not just about the red tape; it ...

Estate planning can be a tricky business. There’s that issue of mortality. Maybe you would rather avoid family drama. Or ...

This series of articles will highlight ideas and tactics for bringing another family member into an operation.