An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

This week we ae focusing on the basics of estate planning, and the importance of having a plan regardless of how much o how little you have. The term estate planning has a stigma associated with it ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Many families, individuals and business owners are concerned about what might happen to their wealth upon their passing. One of the most common concerns is fear surrounding estate tax. As a business ...

If you’ve already started your estate planning, congratulations — you’re ahead of the curve and protecting what matters most! As of 2025, only about 24% of American adults have a will or estate plan, ...