How often should you review your estate plan? What are the essential documents that make up an estate plan? On this episode ...

An estate plan not only offers you the opportunity to transfer assets from one generation to the next, but it also ensures any minor children will be in good care.

Review your estate plan now while you have time, and set up a call with your attorney to discuss any questions you may have. Making important changes now will benefit you and your loved ones down ...

Staying on top of your estate plan and sharing your plans with your kids could make a big impact on your legacy – and the amount you pay in estate taxes. Here are three reasons to consider ...

Home Retirement Retirement Planning Should a Donor-Advised Fund Be Part of Your Estate Plan? A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the ...

It allows you to set up a plan that more closely mirrors how you'd plan for the care of a son or daughter after your death instead of a piece of property, Guimond-Quigley says.