Are you single with no kids and approaching retirement? If so, you probably have not given much thought to estate planning. You may have been busy building your career, socking away money and enjoying ...

One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations. This transfer ...

The United States is about two years into a Great Wealth Transfer that will see an estimated $84.4 trillion in assets pass from older to younger generations by 2045. Generational wealth preservation ...

The average American spends so much time planning for retirement that when the end of their work-life finally arrives, they don’t think there’s anything left to do. Your financial and familial ...

If you fail to prepare a will, the laws that govern your domicile determines who inherits your assets. This includes nonfinancial assets for which you might consider the disposition important, such as ...

As most advisors know, effective estate planning takes a whole team, including certified public accountants, estate and elder law attorneys, and insurance specialists. Some client estates may be large ...

According to Caring.com’s 2024 Wills and Estate Planning Survey, only 32% of Americans have a will — a 6% drop from last year. This is the first time since 2020 that the amount of Americans with a ...

From when you walk in the door to whether you bring the kids (hint: leave them home if you can), there are a few ways to make your estate sale experience way more fun and successful. We've got the pro ...