When creating an estate plan, the main decision is how your assets will be distributed after you pass away. Understanding “per stirpes” and “per capita” distribution is key to that decision. 

There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.

Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.

Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.

A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.

If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?

By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.

What would happen if you became seriously ill or injured and were no longer able to make your health care decisions? A living will can outline your wishes so your loved ones can make informed decisions about your care in an emergency.