Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

A bypass trust can help ensure that your assets end up where you want them to go after you die. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Toby Walters is a financial writer, investor, and lifelong learner. He has a passion for ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March 2023, changes how the step-up in ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

Discover the biggest construction projects launching across the U.S. in 2026 and how they’re driving job growth, boosting ...