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

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 ...

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

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

Millions of American move to a different state each year but don't update their estate planning documents. That's a mistake, ...

Veterans benefits are not automatically incorporated into traditional estate plans, and failing to account for them can be ...

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

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

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