To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations.

A living will specifies what should occur and who should make medical decisions if you become seriously ill and unable to make decisions for yourself.

Choosing your child’s guardian can be difficult. These steps can help.

Whether it’s tax-smart to file a joint income tax return the year of a spouse’s death depends on several factors.

Are you paying proper attention to beneficiary designations for your retirement accounts, life insurance policies and other “nonprobate” assets?

Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones.

Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.

A key estate planning step: Inform your family that you have an estate plan and where to locate the documents.

There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference.

As you age, responsibilities grow. For the sandwich generation, this means raising children and caring for aging parents, impacting your estate plan.