Estate planning is an essential part of the financial planning process but can get overwhelming when it comes to all the moving parts, such as figuring out what to do with the financial power of ...

Buying a home is a major milestone. It gives you a place to live, a foundation for building a family, and a valuable asset for growing your wealth. It’s natural to want to savor the moment after ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

Estate planning is a critical but often overlooked aspect of financial management. Many people shy away from it due to ...

Many people procrastinate about estate planning. It’s easy to understand why; after all, it’s difficult facing our mortality, and deciding and documenting what we’re leaving behind to our loved ones ...

Over the past 20 years, I’ve been asked numerous questions about estate planning, wealth transfer strategies, fiduciary investment management versus brokerage investments, business succession planning ...

Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are ...

These strategies can help you secure your family's financial future Fact checked by Vikki Velasquez It took about 10 years, but Charlie Wright, a retiree from Brooklyn, New York, finally listed her ...

If you ask an expert, they'll say the ideal time to start your estate-planning journey is when you turn 18 - regardless of your wealth, health status or life path. At the very least, you need to ...

Estate planning is now conducted backwards: It starts with talking about money and death, and then progresses to the softer skills of how to leave a significant legacy. For financial advisors who want ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.