Estate planning is key to protecting your assets and ensuring a smooth transition to your heirs. Watch for crucial do's and ...

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), was originally signed into law on December 20, 2019.

The 2025 tax deadline is months away, but careful planning now could help get you more money back from the IRS.

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Agents who choose to participate in the new Compass Plus program will be required to receive a special certification through ...

Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower ...

Don't make the family slacker distribute money to your descendants. Your choice of trustee can influence how your heirs ...

While 97% of the respondents to Schwab's survey said they intended to give away, donate or pass on money and assets, only 57% had a will, and only 18% had something they described as an estate plan, ...