An financial planner explains the nine essential estate planning documents your family will need if the unthinkable happens.

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 ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

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 ...

A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

Occasionally clients will request, for one reason or another, that I mail them the originals of the estate planning documents I prepared for them so that they can have them executed outside of my ...

More than half (56%) of Americans believe that estate planning is important, but only a third have documented their plans, according to LegalZoom. Yeomans Consulting Group Financial president and ...

Regardless of a client's income level, and even for clients with seemingly straightforward goals, DIY estate planning is generally not a good idea for many reasons. Estate planning for most ...

August is Make-a-Will month — the perfect time to talk about the importance of planning for what happens when we die or if we ...

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