Discover how integrating retirement products, such as retirement annuities, into your estate plan can ensure financial ...

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is certainly a major component, far too often, there are several other critically ...

Estate planning is the ultimate important but (seemingly) not urgent task. You’re not even going to be there when it becomes an urgent problem, so it’s very easy to put it off for another day, or ...

After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

Handling the estate of a deceased parent can be emotionally complicated if the estate plan doesn't unfold as expected — say, if there is an uneven split of assets among children or a previously ...

As clients might be struggling to determine what the best Valentine’s Day gift is for their special someone to convey their love and appreciation, creating an estate plan is one option, particularly ...

Chances are good you’ve never considered the need for a digital estate plan. But you’ve definitely experienced the aggravation of forgetting a password to a rarely used site, as well as the answer to ...

If you think your estate planning is a one and done task, think again. As you and your family grow and change, your estate plan needs to change and develop right along with you. That estate plan you ...