Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors ...

Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make the first move because the task seems daunting. You will have to look ...

I thought planning for death or injury was something I wouldn’t have to worry about for many years. But the truth is that ...

Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for ...

For many farm and ranch families, bringing children or grandchildren into the operation is the ultimate goal. Successfully ...

Blended families present a multitude of issues in estate planning, and no one knows this better than Cinderella. When Cinderella’s father died leaving his estate to his new bride, he may not ...

In fact, said Fidelity, "roughly half of Americans don't have a will, and even fewer have an estate plan." But coming up with a plan for your finances in the event of your death (or incapacitation ...

By understanding your legal standing and ensuring proper estate planning, you can avoid unnecessary complications and ensure that your partner is cared for in the way you intend. * Rouchos is an ...

Life insurance can play a key role in your estate plan by simplifying the transfer ... financial support to beneficiaries as a tax-free lump sum paid when the insured passes away.

Jeffrey M. Verdon of Falcon Rappaport & Berkman LLP integrates asset protection planning with advanced estate planning to preserve his affluent clients' legacy from financially ruinous lawsuits.

These plans always were good estate planning tools, but changes in recent ... Investment income and gains earned by the 529 account compound tax free. Distributions to the beneficiary that are ...

Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude. It's easy to feel intimidated by industry jargon when you're ...