Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

I’m following up on my earlier letter about my husband, who would not write a will but did write a prenup that excluded me. We finally met with a lawyer to draw up wills. I am still feeling unsure.

Q: Several years ago, my father conveyed title to his home to the children and retained a life estate. He recently indicated that he would like to sell the home. What are the tax consequences if he ...

A retained life estate is a gift plan defined by federal tax law allowing the donation of a personal residence (to include a vacation home) or farm with the donor retaining the right to life enjoyment ...

Life changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a ...

Q: I own a home that my sister and her husband live in, and I claim the homestead exemption on my primary residence. I was told by a real estate title expert that if I sign a revocable life estate ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...

Over the last decade, employee benefits have evolved beyond the basics. Retirement plans, mental health stipends, fertility coverage and pet insurance—what once felt like perks are quickly becoming ...

Estate planning used to be something you didn’t think about until you were gray-haired, married and living behind a white picket fence. But for Millennials and Gen Z, that world doesn’t exist anymore.

'I am not listed on his bank accounts' "I am 70 and could move to a less-expensive town and survive, but I hate to start over at my age." (Photo subject is a model.) Dear Quentin, I'm following up on ...