Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Our estate planning expert explains why deathbed gifts are ‘mostly’ a bad idea. Jamie Hargrove also gives us a step-by-step estate planning guide in this video Q&A. “While there are always exceptions, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Hans Daniel Jasperson has over a decade of experience in public policy research, with an ...

Probating an estate is an expensive, time-consuming and sometimes adversarial affair. It is possible, and sometimes advisable, to avoid probate. With the help of an estate planner and, perhaps, an ...

I’ve condensed that 35 years of experience into 10 lessons of wisdom I hope resonate with you. When I began my career, I ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

Legal experts from BD&P are thought leaders in Digital Journal’s Insight Forum (become a member). Estate planning is one of the most critical financial and legal tasks you will undertake, yet many ...

You know there are a lot of retirements coming, and that your clients are likely going to switch from thoughts of asset growth to thoughts of legacy or sustainable lifestyles (being able to live the ...

Selling an aging parent’s home is a complex process that can also conjure many emotions. Whether an elderly loved one wants to downsize, move to a retirement community, or needs assisted living care, ...