We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. What estate documents do you really need to have? Here’s a list and ...
Estate planning tips include wills, trusts, and digital assets. Attorney Kerri Koen shares eight essential steps for ...
Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...
This story originally appeared on LearnVest. In this “Ask the Estate Planners” Q&A, we cede the floor to financial pros who can help address what we think is one of the trickiest money topics out ...
Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...
One of the most common mistakes business owners make is waiting too long to start estate planning. As a business owner, you should start estate planning as soon as your business gains real value or ...
Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...