Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

When people complete their estate plans with an attorney, the resulting documents are often dense with legal language — filled with boilerplate provisions about taxes, trusts, and powers of ...

More than 80 people now say they were defrauded by a Lexington lawyer who was worth $25 million when he died by suicide last ...

With the bustle of all the time spent living, it becomes easy to turn away from difficult conversations about a relative’s ...

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

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

Certified financial planner Derieck Hodges told the story of a young man who lost his wife and had to navigate her estate ...

All I could think of was what would happen to our sons if something were to happen to my husband and me. We agreed on ...

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

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

The memo was put together by Republican staff on the oversight panel, after Democrats on the committee released three ...