A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter?

To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations.

Are you paying proper attention to beneficiary designations for your retirement accounts, life insurance policies and other “nonprobate” assets?

for some folks, even setting foot in a bank is new. So, let’s talk about banking 101.

Following two of its best calendar years in history, U.S. equity markets retreated during the first quarter amid a spike in political and economic uncertainty.

There are many factors to consider when deciding whether to divulge the details of your estate plan to family members.

Now that the holiday season has come and gone, remember to be diligent in checking your credit card statements to ensure that all charges are legitimate.

Do-it-yourself estate plans can save time and money for those with simple needs. But they may lack the legal precision and guidance to avoid costly mistakes.

Pairing a living trust with a pour-over will can help wrangle any loose assets that you purposely (or inadvertently) didn’t transfer to the living trust.