A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

If there is a poignant reality the pandemic has taught us all, it is to expect the unexpected. Since early 2020, our lives have been turned upside down. We have seen dramatic shifts in the stock ...

It's never too early to review an estate planning checklist. Case in point: several years ago, Kelley Brooks’s husband, Chris, who was being treated for hypertension, died in his sleep. Like so many ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

Many Americans have estate plans in place — but unfortunately, many are incomplete and the most important subjects aren’t even addressed. I compiled a 14-point checklist to help create a sound estate ...

Well. Here we go! It’s 2021, a new babe of a year with tremendous promise, an abundance – hopefully – and a clear path to success. Today, I want to spend a moment and discuss with you some things to ...