Read on for our guide and estate planning checklist that includes helpful information about what estate planning is, how it works and how to get started. Shutterstock An estate plan is a valuable set ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

The end-of-year financial planning conversations with clients have already begun. As you continue to check in with clients this month to make sure they are still on track toward their financial and ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

From Valentine’s Day to American Heart Month, February has long been associated with love. That makes this month a great time to demonstrate how much you care about the people you love by putting an ...

Because you have worked hard to create a secure and comfortable lifestyle for your family and loved ones, you will want to ensure that you have a sound financial strategy that includes trust and ...