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 ...

Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile ...

Estate planning protects your family from stress and ensures your wishes are met. Learn why it's a meaningful gift.

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 ...

A new Louisiana guide explains how wills, trusts and outdated plans can create problems if they don't match state law.

Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their ...

Wading into the waters of estate planning may seem intimidating, but it’s an undeniable necessity for advisors who want to fortify their books of business against churn. As a pioneer in holistic ...

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 ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...