Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, ...

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help ...

Inheritance tax policy changes are prompting a surge in individuals overhauling their plans for their estate, say ...

Regularly updating your financial and health care power of attorney documents ensures they reflect your current intentions and circumstances. It's also important to clearly communicate your wishes to ...

CHARLES CLAVER Senior Vice President; Director, Private Wealth Advisor team (310) 887-0100 | [email protected] first.bank/Wealth Most successful ...

Learn how to legally create your own contracts, wills, leases, and more online in 2025 - affordable, fast, and trusted by millions.

Online legal documents can absolutely hold up in court, but not all of them do. Whether your form will be recognized often comes down to the fine print: how it was completed, whether it complies with ...

When you lose your job, it can be tough to know what to do next. Career coach Octavia Goredema shares a practical checklist ...

Question: “I turn 73 this year and plan to leave most of my estate to charity. Outside of QCDs, are there other ways I can give my estate away? What type of finance professional can help me work ...