Estate Planning

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...

A journalist who covers retirement security issues has written a manual packed with strategies for achieving a happy and fulfilling retirement despite the dismal economy.

All who are elderly or who someday will be are the beneficiaries of Dr. Butler's life and work . . .

Planning an estate involves fitting together many pieces. This book explains in a straightforward and easy-to-understand way all the different puzzle pieces and how they interconnect.

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 answers to the most common questions about wills and why you should have one.

Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate's tax liability. ...