In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

Worse, nearly a quarter of respondents haven't updated their estate planning documents since origination, and 11% have moved away from the place they first had their estate drawn up, the poll said.

Trustate, the trailblazing leader in trusts and estates management, is thrilled to announce a groundbreaking expansion to its already industry-defining software. Trustate has officially entered the ...

One of the most common mistakes business owners make is waiting too long to start estate planning. As a business owner, you should start estate planning as soon as your business gains real value or ...

Black Americans are more inclined not to have estate planning documents in place compared to other racial groups. Though estate planning is crucial, money experts contend it’s a tool often overlooked ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency ...