After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ...

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books.

This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let you ignore. "When investors think about an ...

It involves budgeting, investing, tax strategies, estate planning, and risk management, tailored to your unique financial situation and life stages. A financial planner can offer personalized ...

(If you're wondering whether you really need a lawyer's help, read "The Trouble With DIY Estate Planning," below.) Let's face it: We all know that a will is important. You need one to ensure that ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Since Oct. 16-22 is Estate Planning Week, let’s take this opportunity for a refresher on everything you need to know about how estate planning works. In short, the process of estate planning ...

Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...

estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary, the fundamental ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...