Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...

Even if you do not have significant assets, you need to understand estate planning≠≠. Here are six key ideas for a successful asset transfer.

Now is not the time to go it alone. Social Security Strategies to Help Widows Replace Lost Income Update your own estate plan. If your spouse was your beneficiary, then you’ll need to update all ...

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

“Newlyweds, the time is now (or ideally before you take your nuptials) to reach a common financial ground with your loved one to achieve financial confidence as a team and live the life of your dreams ...

We’ve provided a checklist that you can use to determine whether you may need to update your estate plan. Certain assets, such as your retirement accounts and insurance policies, require you to ...

Hello, baby boomers and seniors! As you embark on this rewarding chapter of your life, it’s essential to think about the ...

Navigating the complexities of estate planning can be a daunting task, especially for residents of California, where unique state laws and regulations come into play. Whether you’re looking to ...

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

Estate planning isn't just for people who are sick or elderly. You need to decide who should make medical and financial decisions if you become incapacitated. Buying life insurance and appointing ...