You need an estate plan. This is true even if you don't have a lot of assets. It's also true if you're young, or if you don't have close family members. Estate planning means preparing for the ...
Thinking about your own death isn’t fun, but don’t worry, planning for your estate does not actually have to be a difficult or lengthy process. Unless you have significant assets or complex wishes, ...
Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...
“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...
Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Ebony Howard is a certified public accountant and a QuickBooks ...
As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...
I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...
It's never too early to review an estate planning checklist. Case in point: several years ago, Kelley Brooks’s husband, Chris, who was being treated for hypertension, died in his sleep. Like so many ...
Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...
January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...
Read on for our guide and estate planning checklist that includes helpful information about what estate planning is, how it works and how to get started. Shutterstock An estate plan is a valuable set ...
Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex ...
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