The COVID-19 pandemic has focused us all on necessities and on trying to prepare for an uncertain future. This article outlines why an estate plan is one of those necessities. I Don’t Have an Estate ...

Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

Nobody likes to think about their mortality. But aging and death are inevitable, and the best thing we can do for ourselves and our loved ones is to take action while we are healthy, to ensure we are ...

NASHVILLE, Tenn. (WTVF) — When you are planning for the future, protecting your major assets in your estate can be tricky. Hank Parrott and Aristotle McDonald from Estate and Financial Strategies, Inc ...

If you have a will or trust, congratulations. But you’re not done with estate planning.

If you've avoided the most common estate planning mistakes, your family will thank you.

Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...

In the next webinar in our Estate Planning 101 series, wealth preservation attorney Whitney Patience O’Reilly will discuss the basics of trusts. She will review the differences between revocable and ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...