The most important tip is to start discussions as soon as you can. Give yourself enough time to get your ducks in a row and ...

Estate planning is essential for families who want to secure financial stability and build generational wealth.

These are our best tips for Ohio estate planning to handle the future of your estate. A financial advisor can help you create a personalized estate plan to manage and distribute your assets.

By Jack Dooley Estate planning is not just something for the uber-wealthy or very old but for everyone. Estate planning is ...

With these estate planning tips, singles can create a comprehensive estate plan that reflects their wishes and protects their legacy. Whether you're single or married, it’s never too early to ...

Here are seven estate planning tips that you could follow. If you want to create an estate plan, a financial advisor could help you manage assets, minimize taxes and recommend strategies.

The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It’s ...

President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains ...

A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for you, and they don't truly know your wishes," says Jay Zigmont, a certified ...

Working with a financial advisor can also help make your plan compliant. Here are five estate planning tips for Utah residents. In Utah, establishing a living trust can offer several advantages ...

Last week’s federal election results place a Republican in the White House and shift control of the Senate and the House to ...