The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

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 became crucial. Creating a "when I die doc" is a powerful gift for ...

Any estate planning lawyer who drafts wills, trusts, powers of attorney and healthcare directives would tell you something frustrating: some clients won’t sign anything the lawyer prepared. This issue ...

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 ...

After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

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 ...