Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

The question of how to ensure the long-term stability of a family’s wealth and legacy should be top of mind for family offices. But data show that most are not taking the necessary precautions.

We all own “stuff,” with some of us owning more “stuff” than others. And when we each pass away, we will be unable to take our earthly possessions with us. This is where our estate planning kicks in, ...

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 ...

Transfer-on-death deeds can simplify estate plans, but only in some states.

Despite feeling like you find yourself more and more in dystopian surroundings, taking the right steps now with your financial planning can ease the worry of punching that final time clock. For some ...

You may have clients who are plaintiffs in a wrongful death or survival lawsuit (based on another's death) or in a lawsuit stemming from their own personal injuries. Those clients, and their personal ...