Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Wading into the waters of estate planning may seem intimidating, but it’s an undeniable necessity for advisors who want to fortify their books of business against churn. As a pioneer in holistic ...

A new Louisiana guide explains how wills, trusts and outdated plans can create problems if they don't match state law.

Whether you’re young or old, it’s important to have a plan for what happens to your assets when you die. Estate planning is an essential part of financial planning. It pays to do your research when ...

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 ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

On Oct. 28, 2021, President Joe Biden announced a framework for changes to the U.S. tax system to raise revenue for a $1.75 trillion version of the Build Back Better Plan. Here are some of the ...

You know there are a lot of retirements coming, and that your clients are likely going to switch from thoughts of asset growth to thoughts of legacy or sustainable lifestyles (being able to live the ...