Use a soft-close approach to ease into hard estate planning talks. Explain your choices to avoid hurt, confusion, or resentment. Get buy-in from the people you’re trusting with big responsibilities.

Discover why Small Business Month is crucial for Black entrepreneurs to plan for their business's future after they pass away ...

Mother’s Day is a time to celebrate the women who nurture, guide, and protect our families. While flowers and brunch are thoughtful, one of the most powerful gifts we can give — or receive — is peace ...

Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations ...

If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries ...

State retirement income incentives. Some states offer targeted retiree tax relief, even if they tax other forms of income. That can be helpful for retirees working part-time or wi ...

Sometimes our lives change without us even noticing, and sometimes those changes are drastic enough to require changes to the estate plan. It’s also my hope that by taking a look at my year ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to do both together. Financial planning is all about creating a strategic, ...

Donald Trump says he was invited by King Charles to visit the UK and a date in September may be set. Listen below to the latest episode of Trump 100 as you scroll.