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

Estate planning can be a tricky business. There’s that issue of mortality. Maybe you would rather avoid family drama. Or maybe you’re a procrastinator and have given it little thought. Jim Platania, ...

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 ...

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 ...

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 ...

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 ...

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.

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 ...

UW College of Law Estate Planning and Probate Clinic enhances professionalism in and access to Wyoming’s legal system. Working with real clients with real problems allows law students to begin the ...

Many affluent young investors still lack basic estate plans, new research shows. That's a gap that presents financial advisors with a significant chance to add value. A recent survey of 4,938 ...