Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

Estate planning experts explained what you should consider when thinking about estate planning, retirement and taxes.

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S ...

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free one-hour presentation at 1 p.m. on Wednesday, Jan. 17, at Cook Memorial Public Library, 413 N. Milwaukee Ave., ...

Dealing with the loss of a loved one is emotionally taxing, and the burden is often exacerbated by the intricate legal processes involved in settling the estate. This task can be particularly ...

The rules governing private foundations are extensive, but the thorniest restrictions are arguably those surrounding self-dealing. Treasury Regulations Section 53.4941(d)-1(b)(3) prohibit PFs from ...

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected. Whether it's an inheritance or an estate, you want to leave them in the best ...

Forbes contributors publish independent expert analyses and insights. Darren Case is an Arizona attorney covering tax and estate planning. While the first presidential debate will likely touch upon a ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. With President Trump’s victory, and Republican control of the Senate ...