An financial planner explains the nine essential estate planning documents your family will need if the unthinkable happens.

Project planning documents are often used in many companies, particularly for team projects. An example of a project planning document is a team charter, which outlines the goals, responsibilities and ...

The oldest Generation Xers are entering their 60s, an age when Americans are expected to make estate-planning choices. But ...

Most high-net-worth families don't fail at estate planning because they skipped the legal work. They fail because the plan can't be implemented at the moment it matters. For years, I've seen carefully ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

Outdated estate plans don't just fail to reflect your wishes. They can create real problems: assets going to the wrong people ...

In general, I believe transparency is the best approach to estate planning when a client has adult children. Of course, what “transparency” actually means will differ according to the client and the ...

So, you signed a will a few decades ago and don’t want to think about estate planning because estate planning is less fun then getting a root canal. Estate planning, you think, is about dying and that ...