The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

True, estate planning does focus on you, and it does provide you greater security and peace of mind. The difference is that while most elements of financial planning primarily benefit you, estate ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...