“No one wants to lose money, particularly for retirement. However, it happens — people lose track of, or don't know they have, retirement...

“Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion...

“Many investors have an idea how they would like their assets distributed upon their passing. However, they are not sure of the best way...

“Retirement planning mistakes — especially the ones you can’t correct — can be costly. However, some are correctable. Here are three that...

“While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth gives us the...

“In some cases, the parent may have only nominal limitations. In others, a parent may be fully incapacitated. A parent may be mentally...

“As the next generation buys out, is gifted, or inherits the farm, what are frequent sticking points that arise?” Understanding the tax...

“Let’s identify the major ones that normally need to be dealt with, as well as what should be done to either plan ahead or plan shortly...

“What’s going to happen when you die? If your husband died without a will, you probably don’t have an estate plan of your own. Get one.”...

“In one of the most famous pet trust cases, hotel magnate Leona Helmsley left $12 million in a trust for her dog, Trouble. The judge...

“A well-executed estate plan is a thing of beauty – but make sure you aren’t neglecting some of the equally important parts of the...

“Mary is 85 years old. Her husband, ‘Henry,’ is 89. They have been married 61 years. Mary told me that Henry is in failing health, and...

“Normally, your doctor explains your health care options. You then decide what is best for you. What happens if you are too ill to make...

“A man executes a will leaving his property to three people. Later, he executes a new will removing one of the heirs. Finally, he...

“After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set...

“Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take...

“An 80-year-old Hawkins County man was swindled out of at least $4,000 that he paid as ‘fees’ to an African attorney required to receive...

“Have you filled out a will stating exactly how you’d like your possessions and wealth divvied up, should you die? If not, you might be...

“A big part of generating enough income to live off of in retirement, is identifying and mitigating risks to that income stream. Bear...

“A few months ago, I was planning knee replacement surgery. While providing the required pre-surgical information, including current...