Whether you’re 18 years old or 78, estate planning is essential. Now at age 78, estate planning should be a no-brainer, but you would be shocked to know how many folks have neglected to complete these ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

The pandemic has shone a light on the need for families and older individuals to ramp up their game in preparing for the unexpected. One of the ways we should all be doing that is by locating and ...

Nearly two-thirds of Americans don't have a will, according to recent surveys — and most think estate planning is something you do when you're old. Or wealthy. Or have a beachfront vacation home and a ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...

Add Yahoo as a preferred source to see more of our stories on Google. When my dad sent me an email with the subject line, "Estate info," I cringed. But when my dad got ill just months later, the file ...

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

Many lawyers (myself included) will hold your original documents in their firm’s will vault. Years ago, that consisted of an actual vault or bank safe that was locked and fire proof. Nowadays, many ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

When an email from my dad with the subject line "Estate Info" popped into my mailbox, I cringed. My parents have been transparent about their estate planning for a long time — perhaps partially ...