Regardless of whether you have $20,000 or $2 million in the bank, you need an estate plan. “A lot of people think estate planning or having a will is something only wealthy people have ...

Like so many other couples in their 40s, they had talked about estate planning but never got around to it. “You think you have forever to do all that, but you don’t,” says Brooks of ...

Unless Congress acts, on Jan. 1, 2026, the estate, gift and generation-skipping transfer (GST) tax exemption amounts will be cut in half. A decrease in the exemption amount could result in ...