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 ...

Estate planning can provide security and direction for the future, and a financial advisor can streamline the process. When it comes to estate planning, selecting the right financial advisor might ...

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 ...

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 ...

Roger Nusbaum submits: A financial plan that is. If your financial life is more complicated than how-much-ya-got-and-can-you-live-on-4%-of-that, you need a plan. There are so many ruinous mistakes ...

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 ...

Carl Richards is a certified financial planner, director of investor education for the BAM Alliance, and creator of the weekly Sketch Guy column at The New York Times. We recently spoke about the ...

Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...

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 ...

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 ...

A home is often one of the largest assets to consider in estate planning. On Wealth with Brad Smith, BNY wealth tax and estate Planning strategist Jere Doyle outlines what you need to know about ...