Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

Timothy Crisafulli of Crisafulli Estate Planning and Elder Law discussed the different types of trusts and how to get started with estate planning on Bridge Street.

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., ...

For many years, estate planning conversations began with taxes. Clients wanted to understand how to reduce estate tax exposure, how much they ...

As wealth transfers accelerate and multi-generational planning becomes more sophisticated, families are increasingly looking beyond traditional wills and trusts to articulate values, purpose, and ...

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 ...

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 ...

Estate planning in Hawaii can involve significant estate taxes, but married couples can potentially double their exemption limit with portability, allowing them to protect more of their assets for ...