It's time to update your estate plans to account for the latest legal changes.

Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account ...

Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

There's so much that goes into estate planning. It's not just your will. The last time we had Timothy Crisafulli of ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Estate planning is the act of deciding - while you still can - what your life's work means rather than leaving it to chance.

What should be done both under a Will and/or a Trust regardless is to coordinate these documents with your plans.