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 ...

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.

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

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 ...

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