Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

About a month ago, I had an interesting conversation with a chief human resource professional about succession planning. Her school district had seen a great deal of change in senior level staff ...

The decision to create an estate plan is important for all families, but it can also be very challenging. Often, the biggest obstacle families face initially is discussing their death and the deaths ...

We don’t like to think of our own death, but given its inevitability, sooner of later, we need to be ready to pass along our worldly goods to others. Having a good estate plan is key. One of the ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

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 ...

A 54-year-old father of four is playing basketball with his sons, collapses and dies of a heart attack. A mother and father of six are broadsided in an intersection; both die instantly. A mother of ...

According to research by the American Psychological Association, the total number of American citizens in the 65 and older age bracket is on track to double from 46 million to over 98 million by the ...