The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Very few people would call estate planning fun. In fact, we’re pretty sure none would. It’s the perfect combo of everything terrifying: lawyers, taxes, and death. Yeesh. Unfortunately, planning your ...

Thousands of people reach retirement age every day, and millions more will turn 65 in the next decade. Many of them, even those who have funded a comfortable retirement, have neglected an estate plan.

Answer: We applaud you for thinking about this now. Too many people wait until later in life to tackle estate planning, but ...

The Accredited Estate Planner designation is a professional credential for individuals who specialize in estate planning services. You might work with someone who holds an AEP ® designation if you ...

After practicing financial planning for almost 25 years, I’ve learned that having estate-planning documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...