According to a 2025 survey by Caring.com, only 24% of Americans have a will or estate plan, down 25% from 2024. The survey ...

Follow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).

Thousands of people reach retirement age every day, and millions more will turn 65 in the next decade. Many of them, even those who have funded a comfortable retirement, have neglected an estate plan.

From wills and trusts to powers of attorney, these estate-planning documents can help protect what matters most.

The Accredited Estate Planner designation is a professional credential for individuals who specialize in estate planning services. You might work with someone who holds an AEP® designation if you need ...

Maui resident Gabriel Rao talks about Estate Plan Now, the website he founded to help families prepare for what lies after a ...

Everyone wants an estate plan, but not everyone has one. Sadly, a recent Caring.com survey indicates that more than 50% of Americans are likely to die without an estate plan. In my opinion, everyone ...

After practicing financial planning for almost 25 years, I’ve learned that having estate-planning documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a ...

An estate plan is like a car or a house: It needs regular maintenance to function as intended. Yet unlike your car or home, external events can create the need for adjustments. Among such events is ...

Higher interest rates may cut business valuations, giving advisors a timely window to revisit gift and estate plans for ...

Planning for the future is one of the most important things you can do for you and your family and the Foundation of CVPH is ...

This is a guest post by L. Paul Hood, Jr., an estate planning attorney and Emily Bouchard, a wealth dynamics coach, co-authors of the book, Estate Planning for the Blended Family. How married couples ...