If you don’t understand something in a document, don’t sign it.

The holidays are a time to reminisce, celebrate the many joys of the season, and spend time with your loved ones. If you are ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...

You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart advisers there is little to do as the exemption is ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

Planning for the great wealth transfer means financial advisors must educate unprepared generations where they are.

As AI increasingly becomes part of our everyday lives, individuals and families are exploring the use of AI programs to prepare estate plans. The answer to whether AI can be used for this purpose is, ...

Most people know they should have an estate plan, yet many put it off for years. But here's what often gets overlooked: the ...