Most families won’t have to worry about paying federal estate taxes after a death – the basic exclusion amount is $12.92 million for 2023 – but heirs may be responsible for paying federal income taxes ...

If you’re in a second marriage or part of a blended family, there’s a good chance your estate plan doesn’t match your real life. And that can create conflict among the people you care about most. I ...

According to a 2025 survey by Caring.com, only 24% of Americans have a will or estate plan, down 25% from 2024. The survey ...

For newly married couples and those starting a family, estate planning is often thought of as something to address later in life. However, as discussed by Dan Stone, an associate in the Elder Law ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am a personal finance expert and writer. Estate planning is essential for families who want to secure financial stability and ...

Couples without children may have more flexibility in shaping their estate plans, but that also means making some key decisions. Without direct heirs, they need to decide who will receive their assets ...

Among the most ubiquitous challenges confronting estate-planning lawyers are those that arise out of joint representations and the obligations of the lawyer to each of the parties represented. Such ...

Estate-planning professionals will remember the beginning of 2017 as a bit tart, as in “TART,” “Trump’s Attempt to Reform Taxation.” As planners await what will come out of changes in the tax laws, ...

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 ...

Professional athletes face unique challenges when it comes to managing their personal, professional, and financial affairs. With significant public visibility, substantial income, a grueling training ...