Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

This causes us to question whether we really need an attorney to order our affairs. Estate planning is the process of choosing among alternatives to ensure financial security during your life and to ...

What I'm Telling My Clients Choosing the Right Executor. Many may think that their spouse or eldest child is the natural ...

To help with the challenging decisions of who to choose ... our estate planning documents. The most common and important documents are the last will and testament or trust, power of attorney ...

In addition to selecting heirs, you’ll need to choose an executor for your will and a guardian for minor children. Create other estate planning documents, such as a power of attorney ...

Other aspects of estate planning range from bequeathing charitable contributions to choosing life insurance ... investment officers, lawyers, accountants, and financial planners all could have ...

says Dylan Stevens, an associate attorney at Cona Elder Law in New York. Stevens explains how this low-cost estate planning move can be a huge money-saver: "This allows those assets to pass to the ...

Your traditional estate executor could serve as your digital executor, but it is wise to appoint different people. Most people choose ... your estate planning documents with your attorney.