Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

Estate planning is complex in many respects. For starters, it can be emotional, since it requires thinking about your own mortality--or about a time when you might be unable to make decisions on your ...

The New Year's Day fiscal cliff bill, which ended an 11-year period of uncertainty about estate tax exemptions and rates, also made permanent a wonderful break for widows and widowers that was set to ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...

Estate planning is essential for everyone, no matter how simple or small the estate. But once your estate edges close to $1 million, the complexities increase. Unless your estate is valued at more ...

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

Dan Moskowitz is a financial writer who has 4+ years of experience creating content for the online reading market. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...