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 ...

It's helpful to think of estate planning as a process rather than something that’s one-and-done and begins and ends in an attorney’s office. Here are the key steps to take. Step 1: Find a ...

Planning for your death ... officially appoint them during this process. Probate processes can vary between different states, and in some cases, an estate may not be required to go through probate ...

Since Oct. 16-22 is Estate Planning Week, let’s take this opportunity for a refresher on everything you need to know about how estate planning works. In short, the process of estate planning ...

“Not creating or maintaining a solid accounting and record keeping system by a family is one of the biggest mistakes in the estate planning process. Simple family financial statements can be ...

I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...

Estate planning is an essential process which can ensure that your wealth is distributed appropriately after you pass. Every estate ...

Emotional inheritance is the sum total of the values, stories, life lessons and family traditions we amass during our ...

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

As Australia's population ages, the nation confronts a hidden crisis in estate planning, where financial exploitation ...