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 planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Then, get organized: Although estate planning may seem like a lot of work, breaking it down into smaller, more manageable tasks can be tremendously helpful. Before you take action, understand the key ...

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

Advising content creators requires specialized strategies to address unique priorities, assets, and income streams.

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...

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 ...

Emily Buchbinder, an estate planning and tax attorney in Santa Cruz, is scheduled to host an estate-planning information session 6-7:30 p.m. Thursday at the Scotts Valley Library, 251 Kings Village Rd ...