The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what she needs to know before deciding.

This short, six-question quiz tests your basic understanding of why a comprehensive estate plan is crucial. We'll focus specifically on the key differences between asset transfers through ...

A: Lady Bird deeds (also called "enhanced life estate deeds") are often used when a person is trying to qualify for Medicaid, with the goal of having the home pass to the person's children or other ...

This article adheres to strict editorial standards. Some or all links may be monetized. If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three ...

ALBANY — The owner of a Saratoga Springs company accused by state prosecutors of improperly drafting and filing transfer-on-death deeds for paying clients was forced to dissolve her company, and has ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency was their biggest fear, while 23% cited not having enough retirement ...

As the air turns crisp and pumpkins appear on porches, our thoughts turn — if only briefly — to the mysterious and sometimes spooky side of life ... and death. While ghosts, ghouls and haunted houses ...

One day recently, my son had two long, back-to-back doctor appointments, which meant he was in the car and in waiting rooms for much of the afternoon. His lunch and snack would not have earned me a ...

Learn more about the key steps, tax implications and family considerations so you can be prepared when it’s time to sell your home Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...