As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

It's easy to cause a family falling out by forgetting to say who gets important sentimental items like jewelry and recipe ...

Estate planning is a complex process that requires careful consideration and foresight. Even the wealthy and business-savvy ...

The benefits of using a will for your estate planning are the simplicity and relatively low cost. Even if you choose to hire an attorney to write up a will, you may find that it's one of the most ...

She's now director of financial planning and senior wealth strategist at CIBC Private Wealth U.S., while I have a book coming out this fall based on estate-planning columns I wrote for MarketWatch ...

Similarly, one of the main messages I promote in my book is that planning ahead avoids problems later. The tools are all there – testamentary trusts, super nominations, tax planning – but the ...

Tom Deans, the author of several estate-planning books including The Happy Inheritor, says that in many blended families, tension over the estate can start to build as soon as a parent gets remarried.

Avoid drama with your will by adding this to your estate plan The stakes are high for heirs who expect a hefty inheritance Last Updated: March 14, 2025 at 1:10 p.m. ET First Published: March 14 ...

When planning your estate, leave instructions for handling your online accounts, data and other electronic affairs. By J. D. Biersdorfer J. D. Biersdorfer writes the monthly Tech Tip column. How ...

The ideal time to start your estate-planning journey is when you turn 18, ... Her book, "My Mother's Money: A Guide to Financial Caregiving," is out in November 2025 from Crown Currency.

If you're looking to stack up your summer reading pile, here's an excellent starting point, with new releases from Rosalie Ham, Lech Blaine, Haruki Murakami and more.