Add Yahoo as a preferred source to see more of our stories on Google. "The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With ...

End-of-year estate planning has always been essential for families and business owners, ensuring that plans remain current and reflect life changes that may have happened over the prior 12 months. It ...

BNY Wealth tax and estate planning strategist, Jere Doyle, joins Market Catalysts to discuss estate planning, highlighting ...

Estate planning remains a crucial step in protecting your family’s financial future, yet many Americans delay this vital process. The consequences of postponing these important decisions can lead to ...

Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will ...

Every week, Allworth Financial's Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.

McKenzie Health System, 120 Delaware St., Sandusky, is hosting a free estate planning workshop Oct. 8. The event, "Estate Planning Basics and the Benefits of Proper Planning," will be held at noon in ...

Death tax proposals in the United States are plentiful. These proposals range from repeal, 1 to the recent extension of the $13.99 million estate, gift and generation-skipping transfer (GST) tax ...