Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to trusted ...

Getting your affairs in order doesn’t need to be daunting. Learn how to prepare essential documents and avoid confusion when ...

Estate planning for singles, like the planning that couples must do, is not rocket science. However, single people have some additional challenges that require careful thought. After I wrote a series ...

With many couples choosing to wed for the first time later in life, and other couples choosing to re-marry in their golden years, changes in marital status can impact a family's estate planning in ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The benefit to biting the clean-up bullet on your attic ...

Consider the lawyer who lacks a working familiarity with trusts, and with estate planning generally. He prudently and ethically refers a client in need of an estate plan to a well-respected lawyer who ...