You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

Financial planning is all about creating a strategic, actionable roadmap for your money during the time you’re here on earth ...

With its stunning beauty and no state income or sales tax, Alaska might be the perfect retirement destination.

This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the ...

It is a good idea to sign a Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians and HIPAA release.

Proactive Planning. Looming changes to estate tax policies under a new presidential administration highlight the importance ...

It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make ...

NFL star Odell Beckham Jr. is taking a victory lap, but not on the field. The Miami Dolphins player took to X to celebrate ...

If you are one of the 2 million people who have moved to Texas in the last five years, we need to talk because you may be in ...

Q: We want to include our grandchildren in our estate plan, but we have concerns about high schoolers receiving money. What ...