Q: Our mother passed away recently. The only thing that didn’t have a beneficiary named on it was the car. How do we sell the ...

Holding a family meeting to share your intentions is a critical step too often skipped. Here are some tips from Bank of ...

Learn how you can balance family, finances, and freedom in your golden years with these 10 tips, from establishing diverse ...

It's no secret that more and more CPAs are offering financial services to their clients.

The best sites to create a will include FreeWill, Trust & Will, Quicken WillMaker & Trust and Rocket Lawyer, according to our ...

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Like most states, California lets “small estates” below a certain value pass to a deceased person’s heirs without going ...

If you like to-do lists, especially if you're worried about what your life will be like when you're older, an aging plan may be just what you need. An aging plan is exactly what it sounds like. It' ...

For newly married couples and those starting a family, estate planning is often thought of as something to address later in life. However, ...

A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...

As consumers and investors, we’re often bombarded with conflicting messages about how to handle our financial lives.