Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, although necessary, is not sufficient. In this column I will discuss wills and ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

Many families, individuals and business owners are concerned about what might happen to their wealth upon their passing. One of the most common concerns is fear surrounding estate tax. As a business ...

Following changes in state laws, NCAA regulations and other legal action, student-athletes now are able to generate income through name, image and likeness (NIL) deals based on marketing, appearance ...

This week we ae focusing on the basics of estate planning, and the importance of having a plan regardless of how much o how little you have. The term estate planning has a stigma associated with it ...

If you’ve already started your estate planning, congratulations — you’re ahead of the curve and protecting what matters most! As of 2025, only about 24% of American adults have a will or estate plan, ...