Preserving generational wealth with trusts, life insurance and annual gifts are among key strategies for the current $84 trillion wealth transfer.

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

That means two things. First, you could legitimately move half the money into another account for your son, preferably with your husband's knowledge. Second, if you die before your husband, he will ...

A complete estate plan has a few documents. Your last will lays out what you want to happen with your property at death. A financial power of attorney (POA) names someone to manage your financial ...

By Brad Rhodes  Navigating health care and long-term care costs is one of the most critical components of retirement planning, yet it’s often the most underestimated. Many retirees believe that ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

Learn the benefits and drawbacks of using trusts versus outright gifts when passing assets to your children or grandchildren.

The resounding financial goals of many high-net-worth families center around the growth, preservation and eventual methodical ...

Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 ...

Howard Smith's memoir reveals the Johnny Carson few knew - a loyal friend who enjoyed astronomy, learned languages, and ...

A house-flipping reality-show host and a life coach who has hawked self-help programs with Academy Award-winning actor Matthew McConaughey have agreed to pay hefty fines for promoting a real ...