You need an estate plan. This is true even if you don't have a lot of assets. It's also true if you're young, or if you don't have close family members. Estate planning means preparing for the ...

Thinking about your own death isn’t fun, but don’t worry, planning for your estate does not actually have to be a difficult or lengthy process. Unless you have significant assets or complex wishes, ...

A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

You may think it’s too soon to do estate planning. Yet, none of us can predict the future – so you’ll want to be prepared for anything.Where do you begin? Consider developing an estate planning ...

As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...

The end-of-year financial planning conversations with clients have already begun. As you continue to check in with clients this month to make sure they are still on track toward their financial and ...

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

Read on for our guide and estate planning checklist that includes helpful information about what estate planning is, how it works and how to get started. Shutterstock An estate plan is a valuable set ...