A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
Bank of Lancaster Receives an Exuberant Welcoming
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
Estate - Planning Essentials for Single People
Here's what advisers should watch out for with younger investors.
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
UPDATE: Are my children too young to be life insurance beneficiaries?
Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.
Day Pitney Bolsters Growing Trusts & Estates Practice
Families need to 'play offense' when discussing the finances and health care of aging parents, says Fidelity's John Sweeney.