Research shows that 55% of Americans have no estate plans. These are documents you can't skip, no matter how much or little you have.

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

Whether you’re 18 years old or 78, estate planning is essential. Now at age 78, estate planning should be a no-brainer, but you would be shocked to know how many folks have neglected to complete these ...

CFP®, CEPA, CVGA, at WealthSource Partners, LLC, is a financial educator, wealth manager, author, and speaker. More at WealthSource.com. Nobody likes to talk about it, but death is inevitable for all ...

The pandemic has shone a light on the need for families and older individuals to ramp up their game in preparing for the unexpected. One of the ways we should all be doing that is by locating and ...

Nearly two-thirds of Americans don't have a will, according to recent surveys — and most think estate planning is something you do when you're old. Or wealthy. Or have a beachfront vacation home and a ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

Add Yahoo as a preferred source to see more of our stories on Google. When my dad sent me an email with the subject line, "Estate info," I cringed. But when my dad got ill just months later, the file ...