A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile ...

When it comes to estate planning, a global lifestyle can create unexpected complications. Different nations have their own tax laws, inheritance rules and legal systems. These distinctions can collide ...

Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

SYRACUSE, NY - Probate in New York can consume months of court supervision, thousands of dollars in fees, and expose a ...

Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

Women's History Month is a time to recognize the strength, resilience and leadership women demonstrate across every stage of life. It's also an opportunity to reflect on how women can protect ...

If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure ...

Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...