An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.
It's National Estate Planning Awareness Week and financial experts say in the digital age, it's more important now than ever to get things in order regarding your will. Craig Bolanos, founder and CEO ...
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What is estate planning?

Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...
CHICAGO (WLS) -- Estate planning is key to building generational wealth. But a survey by Caring.com found just around 30% of Black Americans have a will or estate plan. Without one, families may face ...
What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...
We all own “stuff,” with some of us owning more “stuff” than others. And when we each pass away, we will be unable to take ...
PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...
Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...
Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Vikki Velasquez is a researcher and writer who has managed, ...