Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Wading into the waters of estate planning may seem intimidating, but it’s an undeniable necessity for advisors who want to fortify their books of business against churn. In the 2025 Estate Planning ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

New Jersey’s probate process is simple, informal, and relatively efficient. The Surrogate’s Court handles most routine probates and offers an informal, expedited procedure for uncontested wills.

You’ve likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning. Fewer than ...

The Wealth Management & Estate Planning Guide is produced by the L.A. Times B2B Publishing team in conjunction with Citrin Cooperman; Greenberg Glusker LLP; and The Private Bank at Union Bank. Recent ...