Adding someone to a bank account is a common way to share access to money, simplify household finances or help another person manage bills. Depending on the type of account and how the money is used, ...

More than half of adults don’t have estate planning documents in place, according to Trust & Will, putting them at risk of ...

High-net-worth clients treat time as their most valuable asset. Be succinct, get to the point and never take more of it than ...

Editor-in-chief Leroy Chapman Jr. remarked on journalism’s role in helping people navigate local elections before AJC ...

Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.

For example, going from 9 percent to 6 percent on an auto refi loan with the term unchanged lowers the payment from about $623 to $580 and saves $2,566 in interest. “A smaller gap saves much less: ...

Picture a 72-year-old grandmother who wants to write her granddaughter a check toward a first apartment, then pauses because ...

When it comes to estate planning, the word “probate” can sound intimidating. But according to Michelle Ogata, Principal Attorney with Estate Planning Partners Hawaii, there are plenty of ...

Attorney and Contributing Columnist Did you know there’s an entire week dedicated to estate planning? Back in 2008, Congress ...

Shannon Pawley, CEO of The Estate & Asset Protection Law Firm and a holder of J.D. and LL.M. degrees, discussed power of ...

Nothing can prepare you for the death of a loved one, and everything that comes along with it. That’s especially true when ...

A successful farm transition requires financial planning, family communication, tax strategies, and leadership development ...