If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.

If you don’t make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.

While a will is often part of an estate plan, an estate plan covers much more ground.

Alzheimer’s disease is among the fastest-growing and most deadly diseases. What’s worse, there are currently no effective treatments or therapies to stop or reverse it and it’s commonly thought that cognitive function inevitably declines as we grow older.

Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.

Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.