Talking with aging parents about their finances, their wishes, and the future, is never an easy conversation. When it became clear that her mother was starting to suffer from memory [...]

A survey conducted by the National Association of Area Agencies on Aging, National Council on Aging and UnitedHealthcare reveals a frightening statistic in the United States of Aging survey.  97% [...]

Certain assets, including life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to beneficiaries outside of your will. Typically, brokerage accounts pass only through your will, and then [...]

Ensuring that your assets are passed on to heirs in a way that you wish is not always easy because of the many options available and the fact that the [...]

While some estate planning is better than none, most Americans don't speak with their heirs about basic issues – like where the wills can be found – and most wills [...]

The Internal Revenue Service has won a settlement of $388 million from the estate of Detroit Pistons owner Bill Davidson. According to the IRS, the estate owned more than $2 [...]

Estate plans are more about reducing the stress on your heirs and ensuring that the assets you leave behind are distributed as you wish than they are about money.  Instead [...]

Of all the hated taxes in the U.S. tax code, the estate tax is handily the single most hated tax, particularly among wealthy families who must pay it. In an [...]

In the Supreme Court decision Obergefell v. Hodges, the constitutional right to same-sex marriages in all 50 states was affirmed.  Tax, estate planning and employee benefit opportunities in the 13 [...]

Fraud cases involving elderly clients are on the rise, with nearly half of the CPA financial planners who participated in the survey, around 47%, saying they have seen an increase [...]