Without one, assets could go to unintended parties by default through the complex process of probate, writes Community ...

Some states do not recognize such letters as legal documents, but your family members and other loved ones are likely to respect your wishes. Estate planning is not only about taking care of your ...

With the myriad responsibilities keeping owners focused on short- to medium-term needs and objectives for the business, there ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

Estate planning simply refers to the preservation, management, and distribution of a person’s assets to their loved ones ...

I write about charitable giving and estate planning ideas ... considering this possibility for their family. Might the approach provided in this sample provision disinherit your daughter ...

Dana Blue says she's seen clients experience "sudden wealth syndrome," where they blow the money they come into before they ...

Unfortunately, estate planners have often ... Trust report reported that a majority of family business owners were not following a business succession plan. If you are passing a family business ...

But with different family set-ups, like single-parent families, cohabiting, unmarried couples, blended families, and divorced-parent households, comes different estate planning considerations.

Gifting assets to family members provides for their needs while enhancing your estate plan. In addition to the benefits your ...

Q: If a couple has beneficiaries listed on their accounts, why do they need to create an estate plan? A: I hear this ... At that point, your family could lose control over who wraps up your ...

This type of trust can be a great way to support charitable causes while also providing for your family. Estate planning is an incredibly important step to take in one's life. While planning ...