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Many parents want to transfer their home to their children during their lifetime. It may seem simple to sign a new deed and be done, but gifting real estate can have tax and legal consequences that may cost your family more in the long run.

With the help of the Santa Clause, you may be able to save on estate taxes while contributing to a cause you believe in.

Many families enjoy giving financial gifts to their children or grandchildren during the holidays. Whether it’s helping with education, starting a savings fund, or simply sharing some year-end generosity, it’s important to understand how these gifts fit into your overall estate and tax planning.

As our lives become more connected to technology, planning for digital property has become just as important as planning for tangible assets.

Minors cannot be left assets outright in New York. Minor beneficiaries must inherit in trust. If a minor inherits outright, a guardian must be appointed by the Surrogate's Court.

Many people think that once they sign a will or a trust, all of their assets will follow those instructions. The truth is that certain accounts do not go by what your will says.

MOLST forms and DNRs should be a topic of discussion when considering your advance directives, but it’s crucial to note that they are not legal documents.

As a legal adult, no other person, including your parents, can make health care decisions or manage money for you without the right legal documents in place.

With the busy lives of a young family, planning for a scenario that might never happen may be at the bottom of the to-do list, but no one knows what odds they are up against.

A timeshare is an asset, like any other – and if you own one, you should consider implementing an estate plan that considers and protects it.