Estate planning is particularly important for veterans to ensure their special benefits are properly managed. A comprehensive estate plan for a veteran should include a will or trust, powers of ...

DIGITAL ESTATE PLANNING CAN MAKE THINGS EASIER IN A CRISIS. HAVING A WILL AND POWER OF ATTORNEY WILL HELP YOUR LOVED ONES FOLLOW YOUR WISHES. BUT THERE’S MORE TO DO. THINK ABOUT YOUR ONLINE ACCOUNTS ...

If you’re going to leave one child more, at least communicate your reasons while you’re still here. Otherwise, the resentment can live longer than you do. Make a personal property memo, a simple list ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...

The selection of your executor and/or trustee (also referred to as your “fiduciary” or “fiduciaries”) is among the most important decisions you will make in establishing an estate plan. Your chosen ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries. By Tammy LaGorce Before Zygmund ...

April 17, 2025 - Founders and entrepreneurs face numerous challenges while building their companies, from choosing the right business entity to managing employees and protecting intellectual property.

The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, simpler conversation, one expert says.