The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current ...

Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands the ...

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

It remains vital to ensure that your family has a proper estate plan, including, at a minimum, three key documents. Simply stated, a will is a legal document that designates who you desire to receive ...

A living will is an important part of advance healthcare planning, yet many people are unsure what it actually does. While the term is often mentioned alongside estate planning, a […] ...

Improving your financial situation isn't as easy as resolving to save more or eliminate debt. One less-thought-about aspect: having the right financial planning documents in place. On that front, most ...

Having these three legal documents in place can make a huge difference for your heirs. What do Aretha Franklin, Kurt Cobain, and Prince have in common? Besides being famous and talented, they all died ...

People are storing important documents such as wills and medical directives online. While convenient, there are a few things to keep in mind before you open another online account, experts say. For ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents, which can wreak havoc on their plans, experts said. Only 24% of Americans ...