Boomers have $472,000 in investments -- nearly double the U.S. average. Here’s how their strategies differ from younger ...

Sometimes messes are left behind because someone didn’t want to make the tough call—whether it’s deciding on a trustee, ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

A three-tower project planned by Aimco on the Searstown site was supposed to break ground in early 2026. Now Fort Lauderdale ...

Complex matters. Online wills fail miserably when they are used for any situation out of the ordinary, such as blended ...

Setting up a trust document is just the beginning. Without transferring your assets into that trust — a process called ...

Liza Horvath has over 30 years of experience in the estate planning and trust fields and is the president of Monterey Trust Management, a financial and trust management company. This is not intended ...

The acclaimed television series will highlight how LegalEASE is setting a new standard in legal benefits through innovation, education, and a national network of top-tier attorneys. HOUSTON, TEXAS / ...

Taylor Swift is planning to transform her $32 million Rhode Island estate into the venue for her fairytale wedding to Travis Kelce.

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier ...

The financial intricacies of millennials have moved estate planning to the bottom of their list of priorities. People tend to ...

Estate planning for a married couple often balances the needs of the surviving spouse and the future inheritances of the children.  A deceased spouse may have left his or her assets in part or in ...