Estate planning is an important process that helps ensure your assets are distributed according to your wishes and your loved ...

With a living trust, there's no probate. Upon your passing, the trustee you designate to oversee your trust will distribute ...

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

U.S. federal immigration crackdowns have heightened concerns among foreign-born residents. Financial experts share advice on ...

Lassen Family Services invites the community to attend its Senior Information Fair held from 10 a.m. to 2 p.m. Friday, June 13 at the Lassen Senior Center, 1700 Sunkist Drive. According to a ...

CNBC Select reports on a new study revealing how few Americans have written a will and what's holding them back.

Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

While I'm not a legal estate planner, I'm a subject-matter expert I completed my estate planning documentation prior to joining the firm in 2020, which brought up emotions of responsibility ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

Rizon Property Holdings Corporation broke ground on its latest development, the Serenity Viewing Chapel, a modern, three-story funeral facility poised to transform end-of-life services in Lapu-Lapu ...

But if you are saving and investing, why would a young career physician care about estate planning? Because it can be helpful to title assets appropriately as your estate grows, establish ...