Estate Planning Insights

    Does a Will Override a Beneficiary Designation?

    How often should a will be updated?

    Important Papers to Keep: A Checklist

    Should you create a trust?

    Estate planning checklist

    Estate planning and trusts for pets

    3 questions to consider before you meet with an estate planning attorney

    Giving while living

    Is a charitable remainder trust right for you?

    What's wrong with healthcare?

    Estate planning guide

    Estate planning for your digital assets

    Choose the right kind of power of attorney

    Changes are coming to estate planning laws: How to prepare now

    What to do when a family member dies

    Estate planning for business owners

    What you need to know if you’re an executor of estate

    What is the best way to pass on an inheritance?

    Inheritance theft: Be vigilant

    The terminology of trusts

    Can an executor of a will be a beneficiary?

    Estate planning for people with disabilities

    Estate Planning for Blended Families

    Financial planning for special needs

    The perils of eschewing estate planning

    REPLAY: Aging: A family matter

    REPLAY: Building First Generation Wealth

    Rethinking estate planning

    Aging: A Family Matter

    Recession or recession-ish? Bear markets or bear-ish?