If you have any assets to pass on after you die, be they physical ones like property and other possessions, or cash-based, such as money in retirement accounts, CDs and liquid savings, it’s in your ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for education. Contributing to a 529 plan can allow you to remove funds from ...

What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...

The dust has settled on the recent presidential election, but its ripple effects are already prompting conversations about potential policy shifts—particularly in the realm of estate planning. Estate ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

If you have lifetime gifts or assets to pass on — whether physical property, personal possessions or financial holdings like retirement accounts, CDs and savings — it’s in your best interest to create ...

Memorial Day weekend marks the traditional kickoff to summer, often leading to multi-generational gatherings at the family vacation house. Estate planning may not be at the top of anyone’s list of fun ...