More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

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

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

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 ...

Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands 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 ...

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, ...

NASHVILLE, Tenn. (WTVF) — How often should you review your estate plan? What are the essential documents that make up an estate plan? On this episode of Retirement Report, hosts Hank Parrott and ...

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 ...