Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

That, in a nutshell, is the purpose of estate planning, a topic many people still view as mystifying or reserved for the wealthy. “Many people think an estate plan is just a will, but it is much more ...

You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...