Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the ...

Less than half (46%) of U.S. adults have a will, according to Gallup. Adults aged 65 and older are the most likely cohort to ...

Don’t let estate planning myths derail your family’s future. Learn how to protect your assets and build generational wealth.

Springtime is a great time to review your current estate plan or consider creating one. This year brings a number of ...

Having a fantastic estate plan does not mean much if you do not take steps to implement and maintain it. Just like your car, your estate plan requires maintenance. We have a few tips to help you ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

After a lifetime of earning, saving and building, your legacy deserves just as much attention as your day-to-day plans. Estate planning doesn’t just revolve around signing a will and filing it ...

When caring for a child with special needs, there is no right or perfect way to do it. The same will go for financial planning. With your support and the guidance of your trusted professionals, you ...

Douglas Boneparth is a financial advisor and founder of Bone Fide Wealth, LLC, a firm that specializes in financial guidance for millennials and young professionals. His expertise include legacy ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

CHICAGO (WLS) -- Estate planning is key to building generational wealth. But a survey by Caring.com found just around 30% of Black Americans have a will or estate plan. Without one, families may ...