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Do your loved ones a favor by creating a “road map” to your estate plan.

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

For many, receiving a large inheritance is a dream come true. If a loved one leaves you a large amount of money, take a deep breath and review these steps.

Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses.

Making lifetime charitable donations can help achieve reducing your taxable estate amount.

If you possess a beloved family heirloom, make certain you address it properly in your will or living trust to help avoid family disputes after your death.

It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust.