Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. What estate documents do you really need to have? Here’s a list and ...

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

This story originally appeared on LearnVest. In this “Ask the Estate Planners” Q&A, we cede the floor to financial pros who can help address what we think is one of the trickiest money topics out ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...

When my dad sent me an email with the subject line, "Estate info," I cringed. But when my dad got ill just months later, the file became crucial. Creating a "when I die doc" is a powerful gift for ...

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

Occasionally clients will request, for one reason or another, that I mail them the originals of the estate planning documents I prepared for them so that they can have them executed outside of my ...