Although certified public accountants provide valuable assistance to their clients across a wide universe of financial matters having material tax-related implications, their services do not typically extend in equal fashion to the giving of reflective advice on estate planning and administration.
A growing number of younger individuals, such as those in their 30s, are beginning to take advantage of the many types of estate planning trusts.
A chart appearing in a recent study focused upon estate planning reveals a clear trajectory regarding Americans' progressive appreciation of key planning considerations as they get older, coupled with their increased willingness to proactively embrace estate planning.
A recent article in an online California publication is quite instructive -- even eye-opening -- regarding the need for any estate planner to periodically revisit material points in planning documents and, if necessary, make adjustments to conform with present realities.
Seemingly, a 75% success rate qualifies as a win in many of life's endeavors.
A writer and advocate for the elderly notes what he describes as a stark dichotomy regarding the financial outlays made by legions of families across the United States for different purposes.
You've created a life for yourself, over the years you've purchased property, collected personal possessions and hopefully been able to save some money. But what happens to everything you've worked for once you're gone?
When it comes to effective estate planning, should the bottom line be predominantly focused on maximizing or minimizing?
A power of attorney is a legal document that authorizes someone to act on your behalf, and it's considered an essential tool of modern estate planning.
Readers who regularly troll financial sites for data and information likely see the occasional reminder from syndicated pundits to review their holdings.