Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
Featured
Estate| By
Javier Simon

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
Don’t Make These Estate Executor Mistakes
Featured
Estate| By
Anne Johnson

Don’t Make These Estate Executor Mistakes

Executors carry major legal responsibilities, and common missteps can turn settling an estate into a legal headache.
How the Wealthy Pass Down Fortunes—And How You Can Too
Featured
Estate| By
The Associated Press

How the Wealthy Pass Down Fortunes—And How You Can Too

Smart estate planning can save your heirs time, money, and stress. Here’s where to start.
What Happens If You Lose Your Estate Attorney?
Featured
Estate| By
Anne Johnson

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?
Featured
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.

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Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
Estate| By
Javier Simon

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
Don’t Make These Estate Executor Mistakes
Estate| By
Anne Johnson

Don’t Make These Estate Executor Mistakes

Executors carry major legal responsibilities, and common missteps can turn settling an estate into a legal headache.
How the Wealthy Pass Down Fortunes—And How You Can Too
Estate| By
The Associated Press

How the Wealthy Pass Down Fortunes—And How You Can Too

Smart estate planning can save your heirs time, money, and stress. Here’s where to start.
What Happens If You Lose Your Estate Attorney?
Estate| By
Anne Johnson

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
All You Need to Know About the Estate Tax
Estate| By
Javier Simon

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Estate| By
Javier Simon

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Choosing the right living trust depends on how much control, protection, and flexibility you need.
Understanding Financial Planning in a Divorce
Estate| By
Javier Simon

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.
How to Benefit From Charity Trusts
Estate| By
Javier Simon

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning
Estate| By
Tribune News Service

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
Estate| By
Javier Simon

Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis

The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
Don’t Make These Estate Executor Mistakes
Estate| By
Anne Johnson

Don’t Make These Estate Executor Mistakes

Executors carry major legal responsibilities, and common missteps can turn settling an estate into a legal headache.
How the Wealthy Pass Down Fortunes—And How You Can Too
Estate| By
The Associated Press

How the Wealthy Pass Down Fortunes—And How You Can Too

Smart estate planning can save your heirs time, money, and stress. Here’s where to start.
What Happens If You Lose Your Estate Attorney?
Estate| By
Anne Johnson

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
All You Need to Know About the Estate Tax
Estate| By
Javier Simon

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Estate| By
Javier Simon

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Choosing the right living trust depends on how much control, protection, and flexibility you need.
Understanding Financial Planning in a Divorce
Estate| By
Javier Simon

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.
How to Benefit From Charity Trusts
Estate| By
Javier Simon

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning
Estate| By
Tribune News Service

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.