Q: If a couple has beneficiaries listed on their accounts, why do they need to create an estate plan? A: I hear this question a lot: Why should I plan if I can just take care of our accounts by ...

By aligning life insurance with your estate plan, you can create a financial safety net that protects […] The post How to Use Life Insurance in Your Estate Plan appeared first on SmartReads by ...

Appearing on Ausbiz, Freshwater Wealth founder Roger Perrett explained what he believes are the key considerations for advisers when creating an estate plan, and the importance of developing a plan B, ...

From a will to a letter of intent, here are six items you should consider including in your estate plan. From a will to a letter of intent, here are six items you should consider including in your ...

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 ...

Former President Donald Trump has proposed a wide variety of tax policy changes. Taken together, these proposals would, on ...

Estate planning for singles is crucial for your long-term peace of mind. It lays out what you want to happen to your assets after death and during situations when you can’t make decisions.

However, the augmented wealth also necessitates a plan for succession of the accumulated wealth, especially when the geopolitical scenario is not very encouraging. This is especially on account of ...

Proper estate planning can save your loved ones time, money and stress during a difficult time. For Florida residents, it’s important to create a solid estate plan that addresses the unique laws ...

Review and ensure that all the nominees provided in bank accounts, insurance policies and demat accounts are in sync with the beneficiaries mentioned in the WILL. Do you know what is common ...

We spoke to Atlanta-based Attorney Amber C. Saunders about the importance of estate planning and how it helps individuals protect their assets and prevent family conflicts. Many people may not ...