Planning for the end of life is something most people prefer to avoid. It can feel uncomfortable or easy to postpone.

Learn what estate planning is, why everyone over 18 needs it, and how a will, trust and power of attorney protect your loved ones. Start your estate plan today.

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

An estate plan is not 'set and forget.' Learn four key reasons why reviewing and updating it protects your family and legacy.

Most high-net-worth families don't fail at estate planning because they skipped the legal work. They fail because the plan can't be implemented at the moment it matters. For years, I've seen carefully ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...