It's time to update your estate plans to account for the latest legal changes.

Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

Casey Cohen started talking to his daughter about his estate plan when she was in elementary school. He and his wife wanted to normalize the conversation and ease any of their daughter's doubts. Cohen ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

The HHS Office of Inspector General has issued new guidance surrounding ASC ownership transfers and Anti-Kickback Statute ...