Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Financial planning around your own death isn't most people's idea of fun. Author and humorist Rich Lippman has partnered with illustrator Dennis Goris to create "Last Bucket List: Kickstart a Creative ...

You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan ...

I have seen many families come and go through our offices to work on plans for their estate. They all have good intentions, but sometimes they have different expectations for the results. Not everyone ...

You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...

Don’t let the family quarrel over who gets grandma’s recipe book. For the average person, estate planning involves tasks like assigning beneficiaries to financial accounts, crafting a will, passing on ...

Estate planning is not a light undertaking. It requires many special legal considerations that help preserve an individual's wealth while alive and prepare for the transfer of assets to designated ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

You can't take it with you, so the saying goes. But high net worth and ultrahigh net worth investors are eager to do the next best thing: Ensure their wealth has an afterlife in line with their ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...