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

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 ...

The Senior Connection Speakers Bureau will host the free presentation “Estate Planning — Aligning It With Your Objectives” ...

In the world of financial planning, an often talked about aspect is estate planning. Estate planning can mean many different things. For most people, it involves creating a last will and testament ...

Opinions expressed by Forbes Contributors are their own. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning documents ...

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances. Whether it’s a change in domicile, the death of a family member ...

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.

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 ...

Former executives of the pharmaceutical giant are backing a push by activist investor Starboard Value to turn aro ...

To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Estate planning can be complicated ...

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 ...