Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.
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 ...
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 ...
You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.
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 ...
Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...
When my dad sent me an email with the subject line, "Estate info," I cringed. But when my dad got ill just months later, the file became crucial. Creating a "when I die doc" is a powerful gift for ...