Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...

Organizing your financial and estate-planning documents — and letting ... Batra also gives clients blank worksheets they can use to provide other details, such as who they want to care for ...

Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

It involves budgeting, investing, tax strategies, estate planning, and risk management, tailored to your unique financial situation and life stages. A financial planner can offer personalized ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, ...

In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate and retirement planning, and employee benefits. Nationally ...

This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let you ignore. "When investors think about an ...

Hello, baby boomers and seniors! As you embark on this rewarding chapter of your life, it’s essential to think about the ...

Have you ever stopped to think about what would happen to your online banking platforms, social media accounts, digital photos, ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Estate planning can be complicated ...

Estate planning isn't just for people who are sick or elderly. You need to decide who should make medical and financial decisions if you become incapacitated. Buying life insurance and appointing ...