Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

Attorney Chace Campbell aspires to help clients live a more carefree life – by partnering with them to plan for life’s ...

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...

For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.

One Senior Place is a marketplace for resources and provider of information, advice, care and on-site services for seniors and their families. Submit your questions to [email protected]. For ...

Marriage is one of life’s biggest milestones—filled with joy, shared dreams, and new responsibilities. Alongside planning your future together—whether buying… Marriage is one of life’s biggest ...

This annual update summarizes key changes advisers need to be aware of to ensure their clients’ estate plans remain effective and in line with their intentions. It covers developments in the estate ...

AMES, Iowa – Iowa State University Extension and Outreach, in collaboration with the Iowa State University Center for Agricultural Law and Taxation, is launching a new educational program: Estate and ...