Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...

It's National Estate Planning Awareness Week and financial experts say in the digital age, it's more important now than ever to get things in order regarding your will. Craig Bolanos, founder and CEO ...

Without a plan, both personal assets and a company’s future—its employees, clients and value—can be left uncertain.

You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

Please provide your email address to receive an email when new articles are posted on . The federal estate tax exemption will revert to the 2017 limit by the end of 2025 unless Congress intervenes.

A comprehensive plan can protect loved ones from legal disputes, minimize estate taxes, and preserve family harmony. Key components of an estate plan include a will, trusts, health care directives, ...