It also has tax benefits. How do you start the process? This estate planning checklist includes the steps to take, including ...

Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...

A: I think what you are referring to is a column that I wrote about my kids turning 18 and heading off to school.

Doing something new for the first time can be overwhelming and scary, especially if it’s something you don’t know anything ...

But what not to do financially after losing a spouse is forgetting about your own estate planning documents. “You may have had your spouse as your beneficiary in your will, insurance products ...

The Act aims to bolster affordable housing through significant federal investment. This legislation isn’t just a housing ...

An estate plan for a blended family can be complex and lead to tensions if it’s unclear. This can involve children from previous relationships and a new spouse, and require careful consideration ...

Estate planning typically begins after a major life event, such as the birth of a child or a death in the family. Going into ...

Estate Planning Tips to Keep Your Money in the Family. “While you build your wealth together to live the life of your dreams, estate planning is essential for less-than-ideal events. Your estate ...

As summer draws to a close, you may find yourself reminiscing about your vacations taken earlier this season. Those vacations may have ...

Despite the prevalence of mental health issues in society and their vital importance to estate-planning trust administration, the topic remains taboo. Without a candid conversation about ...

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the ...