Planning for the end of your career is something you should do now, even if you're at the beginning of your career.
Planning on passing a big IRA to your kids and grandkids? You might be familiar then with the "stretch IRA," but that tactic might be on its way out.
Prickly family dynamics are getting in the way of your inheritance. Close to 80 percent of financial advisors polled by Key Private Bank said the biggest estate planning challenge is navigating your relationships with your relatives.
Nearly half of people in the 55-plus age group lack a last will and testament, and an even greater number doesn't have other key legal documents that help ensure your wishes are carried out, according to a study.
Planning for what happens to your assets upon your death helps ensure that your children end up inheriting what you want them to have.
Ivory Johnson, founder of Delancey Wealth Management, talks with CNBC's "Power Lunch" team about the best tips to keep in mind when preparing for retirement in your 60s.
With the right kind of planning, you can pass your retirement nest egg to younger generations. Just be sure to avoid these tax hiccups.
Surprise! Your ex could legally inherit your hard-earned cash. It all comes down to who you list as the beneficiary to receive your 401(k), IRA or your life insurance policy.
The coming transfer of $68 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
This benefits enrollment season, employers are offering more than just the standard health and life insurance plans. Legal services, college savings plans and more are up for grabs, too.
If you're fabulously wealthy and you'd like to trim your tax bill, here's a tip: Give your money away. This is what you need to know.
Individuals can now make up to $11.18 million in gifts over their lifetime without being subject to a 40 percent levy.
Each state has its own set of laws to follow when someone dies without a will or other estate plan. As a small business person, your estate will be divvied up the way politicians in your state believe is best. USAToday reports.
The Queen of Soul joins the list of famous stars who have done no estate planning. That's one celebrity trend you should avoid.
Aretha Franklin died without a will, so what will happen to her multi-million dollar estate? Why everyone needs some kind of estate plan no matter how much or little you have. And what are the essential documents you should have, as well? With Lori Anne Douglass, Attorney.
Whether you're wealthy or not, putting a plan in place helps your loved ones during what is already a difficult time.
The first-time homeowner is changing. "People feel fine purchasing a home without a ring."
Safe, secure online storage exists for your estate planning documents and more. Here's what to know before starting an online account for your will.
A sudden medical diagnosis can mean the need to plan your finances. Here's how to keep calm and organize some top considerations.
If you're about to score a windfall from your rich Aunt Tilly, don't lose sleep over those federal estate taxes. The real danger you should worry about is your family.