Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

403(b) plan sponsors can now seek out providers of pre-approved plan documents to adopt. The Internal Revenue Service has published its list of pre-approved prototype and volume submitter 403(b) plan ...

One of the most common questions being asked of estate planning attorneys lately is: “Is it possible to sign my will during the COVID-19 quarantine?” The same question can be asked with respect to ...

Having these three legal documents in place can make a huge difference for your heirs. What do Aretha Franklin, Kurt Cobain, and Prince have in common? Besides being famous and talented, they all died ...

It seems that everyone has a smartphone or a tablet, and I can t think of anyone I know who does not have Internet access at home. Consequently, plan sponsors ask all the time if they can just email ...

In general, I believe transparency is the best approach to estate planning when a client has adult children. Of course, what “transparency” actually means will differ according to the client and the ...

CFP®, CEPA, CVGA, at WealthSource Partners, LLC, is a financial educator, wealth manager, author, and speaker. More at WealthSource.com. Nobody likes to talk about it, but death is inevitable for all ...

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, ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents, which can wreak havoc on their plans, experts said. Only 24% of Americans ...

Black Americans are more inclined not to have estate planning documents in place compared to other racial groups. Though estate planning is crucial, money experts contend it’s a tool often overlooked ...