Your estate plan should be a set of documents — a will, perhaps a trust, a health care directive, a HIPAA form, and a power ...

California is showing a much greater willingness now to tax its wealthier state residents. Five years ago, it boosted the top tax rates for its wealthiest residents, and now it has a new state ...

This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let you ignore. "When investors think about an ...

Text Callout : Key Takeaways – Can’t Afford a Lawyer for Estate Planning? Do This Instead According to a 2024 survey by Caring.com, only 32% of Americans have a will or estate plan ...