Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Have you come to the stage in life where you are contemplating retirement or how to protect your assets after you're gone? Do you want more control over the estate planning process than you might get ...

Why Does My Estate Planning Attorney Need So Much Information? Expert Answer: If you’ve decided to start your estate planning journey, congratulations — you’ve taken an important step toward ...

Estate planning is not always an area of expertise for advisers, but with clients increasingly seeking holistic services, its importance cannot be overstated. Here's what you can expect from an ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will ...

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

You’ve probably heard somebody say they are headed to the attorney to do their succession planning. What they’re not telling you is that one meeting is likely just one of several necessary to draft a ...