This story originally appeared on LearnVest. In this “Ask the Estate Planners” Q&A, we cede the floor to financial pros who can help address what we think is one of the trickiest money topics out ...

Here's what to do to get your affairs in order so you don't leave survivors with a legal mess.

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 ...

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 ...

Most people assume that once they’ve created a will or trust, their loved ones will be situated and everything will go according to plan. Check Out: The Estate Planning Secret the IRS Doesn’t Want You ...

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 ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...

Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you ...

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 ...

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

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 ...