By working proactively, engaging with trusted financial professionals and having uncomfortable conversations upfront, ...

You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.

Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

We find that, for most people, the basic estate planning process can be fairly straightforward and somewhat painless. The anticipation of it seems to be much worse than the reality and it is something ...

John Yackel is CEO of Trucendent, which provides a comprehensive solution for enabling advisors and planners to offer quality estate planning solutions to households. Trucendent offers an extensive ...

Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things ...

When a parent passes away, you may need to take on financial and legal responsibilities quickly. This can include securing ...

Estate planning can provide security and direction for the future, and a financial advisor can streamline the process. When it comes to estate planning, selecting the right financial advisor might ...

When it comes to estate planning, there is a common misconception that estate plans are only for older generations. In actuality, though, any age group can benefit from one, and yet few are ...

Why Does My Estate Planning Attorney Need So Much Information? Expert Answer: If you’ve decided to start your estate planning journey, congratulations — you’ve taken an important step toward ...

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate ...

In our last article, "Demystifying the Estate Planning Process," we attempted to simplify and break down the various steps involved in the estate planning process and to outline the key documents in a ...