Finance

Without clear estate and tax planning, your heirs could be forced to sell or dismantle the business you spent a lifetime building.

Without legal planning, pets can end up in shelters, court disputes, or the wrong hands. Here’s what every pet owner should know.

From beneficiary designations to tax rules, pensions play a critical, but often misunderstood, role in legacy planning.

Many believe wills avoid probate or that trusts are only for the wealthy. Here’s what the research shows and how to protect your wishes.

New 2025 Medicaid rules raise the stakes for families—estate planning tools can help you stay eligible while protecting assets.

With record-high exemptions and a 2026 reset ahead, here’s how to use portability, credit shelter trusts, or both to protect more of your estate.

How to choose the right trust, avoid common pitfalls, and put guardrails around the money you’ve worked hard to save.

New IRS rules make it easier for executors and heirs, but also add deadlines and penalties you can’t afford to miss.

Life changes like marriage, divorce, births, and deaths can alter your intentions and impact your legacy.

Understand the growing importance of advance directives to ensure medical care aligns with your values and avoid family disputes.