Estate Planning

A new mortgage product is making "reverse" mortgages more affordable. . .

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan.

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

Many people experience difficulty in getting banks or other financial institutions to recognize the authority of an agent under a power of attorney. ...

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income while you...

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit . . .

Many parents and grandparents want to pass their wealth to their children while they are still alive. Gifts to children or grandchildren can be a good way to reduce a taxable estate. At the same time, you can control when the...

The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.

Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.