If you've worked hard to accumulate assets during your lifetime, then you no doubt want to make sure they go to the right ...

The great wealth transfer's underway, but even the rich and savvy find the best laid plans go awry. Lessons to learn and best ...

and Preneed Declaration of Guardian. Depending on your personal and financial needs, trusts may also be needed. Consult with an estate planning attorney to build a customized plan. – ...

This is why I got an estate plan.  This is not how most people go about this task, primarily because most people never go ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your ...

Commissions do not affect our editors' opinions or evaluations. Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank.

But there’s another vital task a financial advisor can help with: estate planning. According to a 2023 study released by Caring.com, only 34% of Americans have an estate plan or will.

Amidst these pressures, personal estate planning often takes a backseat, which can lead to missed opportunities for minimizing tax exposure and cementing a founder's legacy. In this article ...

Estate planning tends to be one of those "to-do" items that everyone knows that they have to complete, but the actual implementation of a plan is usually pushed aside for another day. Business ...

Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...

Estate planning for singles, like the planning that couples must do, is not rocket science. However, single people have some additional challenges that require careful thought. After I wrote a ...