As the year draws to a close, it’s essential to take a moment to review and update your estate plan. This year-end checklist ...

That’s why it’s important to discuss these issues with an estate planning professional who can offer solutions to address your specific situation. If you’ve placed most of your assets in a ...

It also has tax benefits. How do you start the process? This estate planning checklist includes the steps to take, including ...

kali9 / Getty Images Here is an estate planning checklist of items every estate plan should include: In addition to these six documents and designations, a well-laid estate plan also should ...

Estate planning may not be popular, but it is an essential process to ensure your life’s work is appropriately taken care of after you pass. A strong estate plan benefits everyone. Do you own ...

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Estate planning isn't just for people who are sick or elderly. You need to decide who should make medical and financial decisions if you become incapacitated. Buying life insurance and appointing ...

Beyond the checklist, here are some things you may want to do in the event that your spouse dies. If you have an estate plan, you’ll want to retrieve it, whether from your computer or in a ...