What Is Estate Planning? Estate planning includes a “last will and testament” as well as key elements, such as power of attorney, trusts and medical directives (also known as a living will). This ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Legal experts from BD&P are thought leaders in Digital Journal’s Insight Forum (become a member). Estate planning is one of the most critical financial and legal tasks you will undertake, yet many ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

Estate lawyers say the real trouble with wills rarely comes from exotic tax tricks. It comes from basic, avoidable mistakes ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations. That focus neglects some opportunities to increase family after-tax wealth. It ...