If you're an estate planner—or need one—learn about these certifications Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit ...

If you're an estate planner—or need one—learn about these certifications Reviewed by Margaret James Fact checked by Vikki ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans ...

When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans ...

Brian J. Stafford, a partner at Stafford, Gaudet & Associates, LLC, an accounting firm in Chelmsford, is newly certified as an accredited estate planner (AEP®) by the National Association of Estate ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...