Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

Planning for the future isn’t always easy, but it’s one of the most meaningful steps you can take to protect the people and priorities that matter most. According to Cary Estate Planning, having ...

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 ...

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 ...

Handling the estate of a deceased parent can be emotionally complicated if the estate plan doesn't unfold as expected — say, if there is an uneven split of assets among children or a previously ...

You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...

Like it or not, you'll be dead someday. And according to the Centers for Disease Control and Prevention, it will likely be unexpected. Without a plan for where your money and belongings will go, it ...

This is the third installment of my seven-part series on major estate planning mistakes. The first two are here and here. Not avoiding probate. When an asset passes to others through a will, it has to ...

There can be a great deal of noise for those preparing an estate plan. Myron Friesen discusses ways to sort through the noise to hear each other.

In our practice, we often meet with individuals who, prior to our meeting, did not have any estate plan in place. Many times, we receive an email or a phone call from a prospective client, simply ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...