A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler ...

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is certainly a major component, far too often, there are several other critically ...

January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and being asked to step into your shoes, make medical decisions for you, and manage your ...