Worse, nearly a quarter of respondents haven't updated their estate planning documents since origination, and 11% have moved away from the place they first had their estate drawn up, the poll said.

Without comprehensive financial planning benefits at their disposal, employees will remain unprepared for the future.

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

Estate planning isn’t only for the wealthy. It’s a crucial part of financial wellness for everyone, two advisors said.

If your client doesn’t have an estate plan, the state could have one for them. Read how you can help them take control, ...

Seeking advice can be invaluable for avoiding such unintended outcomes, she notes. “Skilled advice is critical to ensure that ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Putting off something so important can have some pretty big ripple effects, according to certified financial planner Derieck ...

Art & Collectibles Advisory's Victoria Gray examines the lessons financial advisors can take from the tragic and complex ...

About this research This Pew Research Center report looks at how Americans are thinking about aging and how things are going ...

By combining a properly drafted and registered Will or trust with professional execution, your estate can be managed exactly ...