A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile ...
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 ...
The oldest Generation Xers are entering their 60s, an age when Americans are expected to make estate-planning choices. But ...
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 ...
A new Louisiana guide explains how wills, trusts and outdated plans can create problems if they don't match state law.
Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their ...
In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...