Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

403(b) plan sponsors can now seek out providers of pre-approved plan documents to adopt. The Internal Revenue Service has published its list of pre-approved prototype and volume submitter 403(b) plan ...

Tax laws have long required that qualified retirement plans timely adopt written plan documents and amendments. But what evidence must a plan sponsor provide to an IRS auditor to prove that they have ...

When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving ...

Having these three legal documents in place can make a huge difference for your heirs. What do Aretha Franklin, Kurt Cobain, and Prince have in common? Besides being famous and talented, they all died ...

People are storing important documents such as wills and medical directives online. While convenient, there are a few things to keep in mind before you open another online account, experts say. For ...

Improving your financial situation isn't as easy as resolving to save more or eliminate debt. One less-thought-about aspect: having the right financial planning documents in place. On that front, most ...

So, you signed a will a few decades ago and don’t want to think about estate planning because estate planning is less fun then getting a root canal. Estate planning, you think, is about dying and that ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents, which can wreak havoc on their plans, experts said. Only 24% of Americans ...