Read on for our guide and estate planning checklist that includes helpful information about what estate planning is, how it works and how to get started. Shutterstock An estate plan is a valuable set ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

The American Institute of CPAs has introduced a free checklist that accountants can download, personalize and use to update clients on how the recent tax cut extension legislation may affect their ...

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Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler ...

A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

1. Review required minimum distributions ("RMDs"). If you’re 70½ or older, you must take RMDs from certain retirement accounts by December 31 or face a penalty equal to 50% of the sum you failed to ...

You may think it’s too soon to do estate planning. Yet, none of us can predict the future – so you’ll want to be prepared for anything.Where do you begin? Consider developing an estate planning ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...

Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and being asked to step into your shoes, make medical decisions for you, and manage your ...