Rachel Podnos, JD

Physicians should take some special precautions if they expect a substantial inheritance. Here's why.

Although investment returns rarely are consistent year by year, we can make assumptions based on annualized returns over a period of many years.

High-income earners sometimes transfer substantial amounts of family assets to their nonworking spouses. Here's why this is a big mistake.

The key difference between a revocable living trust and an irrevocable trust and when and why physicians should consider using them.

Living trusts exist in almost every estate plan, yet their uses and meaning are vague to most. Here is some guidance.

Most estate plans contain both a will and a trust or trusts. While both can name beneficiaries for your property, the differences sometimes cause confusion.