Couples without children may have more flexibility in shaping their estate plans, but that also means making some key ...

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

The oldest Generation Xers are entering their 60s, an age when Americans are expected to make estate-planning choices. But ...

Outdated estate plans don't just fail to reflect your wishes. They can create real problems: assets going to the wrong people ...

For many people, the idea of preparing an estate plan is as simple as signing a last will and testament. While it is true that executing a will is an ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...