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 ...

Learn which estate planning documents unmarried couples need to protect inheritance, health care decisions, and financial authority.

Should you choose a revocable or irrevocable trust? The wrong one could strip your children of a tax-free "step-up in basis." ...

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free one-hour presentation at 1 p.m. on Wednesday, Jan. 17, at Cook Memorial Public Library, 413 N. Milwaukee Ave., ...

The rules governing private foundations are extensive, but the thorniest restrictions are arguably those surrounding self-dealing. Treasury Regulations Section 53.4941(d)-1(b)(3) prohibit PFs from ...