Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

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 ...

Transfer-on-death deeds can simplify estate plans, but only in some states.

We all own “stuff,” with some of us owning more “stuff” than others. And when we each pass away, we will be unable to take our earthly possessions with us. This is where our estate planning kicks in, ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans ...