Estate Planning

The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.  Here are some of the rules and concerns when designating beneficiaries.

Are you ready for old age? An essential and empowering book addresses the important issues and directs readers to a myriad of resources to help them plan for the realities of aging.  ...

Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. But later-in-life parents have some special estate planning and retirement considerations.

While most of the new tax law has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers, including changes to the estate tax and 529 accounts.

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay money that you owe.

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing this less beneficial. Beneficiaries must withdraw the money within 10 years.

When your child reaches the age of 18, you no longer have the same level of access to, or authority over, his or her financial, educational and medical information. There are steps you can take to make sure your child...

With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax, which in 2017 affects only estates over $5.49 million, fewer than 1 percent of estates. With no estate tax, do you still need...

A 2017 book suggests that planning for elder care and a loved one's death are especially important for today's complex modern families.