Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

A: Where the estate plan is kept is completely up to you. Wherever you keep it, I suggest that you keep it in a safe but accessible location. If you have a drawer in your desk where you keep your ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

The best sites to create a will include FreeWill, Trust & Will, Quicken WillMaker & Trust and Rocket Lawyer, according to our ...

Estate planning is one of the most important conversations you’ll ever have with your parents. Discussing wills, trusts, and end-of-life wishes ...

As consumers and investors, we’re often bombarded with conflicting messages about how to handle our financial lives.

Estate planning is more than just drafting a will. As an Idaho estate planning attorney, I've seen many clients focus on the ...

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial ...

A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...

A question for you: do you have an estate plan? Of course you do, everyone needs an estate plan. Second question: who is(are) ...

Q: Several years ago, my father conveyed title to his home to the children and retained a life estate. He recently indicated ...