Estate Planning Basics

From minimizing estate taxes to taking control of your future healthcare and asset distribution, learn from estate planning professionals in our Estate Planning Basics section.

Recent Stories

When you sign up for a life insurance policy or a retirement account, you name a beneficiary to receive the proceeds of the policy when the policyholder dies. But what happens if you forget to change your beneficiary as your life changes? You might be surprised by the answer. more...

If you’ve never heard of a trust mill, consider yourself lucky, but also be wary. There’s a growing segment of trust “advisors” trying to convince unsuspecting Americans to transfer their investments into riskier ventures. Here’s what you need to know and what to do about it. more...

The Sopranos star's will and its provisions, particularly those invoking the so-called death tax, have sparked a discussion about estate planning that no wise guy or gal—celebrity or not—can afford to ignore. more...

Most people have feelings—often strong ones—about who should receive their assets after they’re gone. But many put off making a will until it’s too late. The good news is that making a will is much simpler and more affordable than most people think. But first, you should know the pros and cons.

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