Making decisions about your estate planning requires understanding the difference between trusts and wills. Both are ...

In the context of estate planning, we often talk about ‘leaving a legacy’, which may lead to the terms ‘estate planning’ and ‘legacy planning’ being used interchangeably. However, they do differ.

“Where there is the desire to smartly and efficaciously pass the baton that is the family business from one generation to the next, succession planning is essential,” says P.J. DiNuzzo, Founder and ...

Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

There is a drive underway to encourage a new way of thinking about money. It has surprisingly little to do with income and ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

Medicare recognizes the importance of end-of-life planning and what you’d like your future care to look like. Its advance care planning benefit is part of your annual wellness appointment. During your ...

Three years ago Palm Springs resident Richard Bass went to visit a friend who was in the hospital after experiencing a fainting spell at home. The elderly gentleman lived alone and shared his concern ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his ...

NEW HAVEN, Conn. (WTNH) –CT BUZZ Host Natasha Lubczenko recently met with Kathy Moniello, Founder and President of Forevermore Homes, to discuss how her company helps individuals Age in Place with ...