Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...
Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.
When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...
You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...
Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...
Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...
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Estate lawyers expose the biggest mistakes people make in their wills
Estate lawyers say the real trouble with wills rarely comes from exotic tax tricks. It comes from basic, avoidable mistakes ...
Selling an aging parent’s home is a complex process that can also conjure many emotions. Whether an elderly loved one wants to downsize, move to a retirement community, or needs assisted living care, ...
Wading into the waters of estate planning may seem intimidating, but it’s an undeniable necessity for advisors who want to fortify their books of business against churn. In the 2025 Estate Planning ...
In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...
Legal experts from BD&P are thought leaders in Digital Journal’s Insight Forum (become a member). Estate planning is one of the most critical financial and legal tasks you will undertake, yet many ...
Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...
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