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  1. Joan Rivers' estate planning gambit: A New York state of residence

    A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.

  2. Bank of Lancaster Receives an Exuberant Welcoming

    Bank of Lancaster Receives an Exuberant Welcoming

  3. A Tricky Choice: Who Gets Your IRA?

    IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.

  4. Estate -Planning Essentials for Single People

    Estate - Planning Essentials for Single People

  5. Don't ignore estate planning for millennial clients

    Here's what advisers should watch out for with younger investors.

  6. Inherited an IRA? Don't Fall Into the Tax Trap

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  7. UPDATE: Are my children too young to be life insurance beneficiaries?

    UPDATE: Are my children too young to be life insurance beneficiaries?

  8. What You Need to Know About Estate Planning Today

    Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.

  9. Day Pitney Bolsters Growing Trusts & Estates Practice

    Day Pitney Bolsters Growing Trusts & Estates Practice

  10. Aging Parents' Finances: The Time to Talk Is Now

    Families need to 'play offense' when discussing the finances and health care of aging parents, says Fidelity's John Sweeney.

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