Estate planning

Discussing estate planning with attorney Theresa Lyons of Lyons Law Firm in Southlake.

More and more wealthy Chinese are worried about keeping their money on the mainland and see Singapore as a safe haven.

When it comes to remarriage, advisors recommend engaged couples look at their financial pasts, presents and futures before tying the knot again.

Health issues and remarriage might prompt you to update your will, but be aware of other life changes that require a review of your estate plan, say experts.

Estate planning isn’t as common as experts argue it should be, particularly among Black Americans. Here’s why it matters.

Even if you don’t have a major change in your life, aspects of your will and overall estate plan should be reviewed fairly regularly.

From digital photos to cryptocurrencies, certain items may be lost when you die if you don’t make provisions for passing them on.

While a recent TV plot twist saw a character intentionally leave money to an ex-spouse, it was far-fetched. But there are estate planning mistakes to watch for.

Financial advisors and their clients have waited for tax hikes from Build Back Better. But the bill didn’t include the reforms many feared.

There are various life events that should spur a review of your will and other end-of-life planning documents.

Questions remain how much of any new tax burden will be imposed by year’s end. There are, however, effective tax strategies that can be implemented now.

Planning for the life of your special needs child after you’re gone can be stressful. Working with specialized professionals and companies can help.

The first thing newlyweds should do regarding money is make sure they’re on the same page financially. Here’s how four advisors help new couples get there.

There are several ways to get a jump-start on the upcoming tax season, according to top financial advisors. Here are some steps for taxpayers.

Newly widowed women seeking guidance on money matters should work with a financial advisor who understands their unique needs and goals.

Sound financial planning may be the last thing on your mind when your marriage ends — particularly if it ends in conflict — but it may never be more valuable.

Buying a home as an unmarried couple requires additional planning to protect both partners from a split or early demise. Here’s what homebuyers need to know.

There’s a good chance that another marriage means at least one spouse is bringing into the relationship a range of assets and debt that should be addressed.

States like South Dakota have become global tax havens for the wealthy, according to the ‘Pandora Papers’ leak. Experts explain how.

The wealthiest Americans may be avoiding $163 billion in income taxes every year, according to the U.S. Department of the Treasury. Here’s how they do it.