For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

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Each year, I revisit the most common estate planning missteps I see in my practice. These mistakes cost families time, money, and peace of mind. If you’ve been putting off your plan, consider this ...

Writing a will lets you control how your assets are disbursed after you die and designate guardians for your children. Without one, your estate can be tied up in a lengthy and expensive probate ...

But there is another talk. It happens later, and it’s just as hard. Aging parents fret and procrastinate over sitting down with their adult children to talk about money – and power of attorney, and ...

My dad is a wealthy retiree. He also doesn’t like talking about his money, so I don’t ask. The last conversation about his estate planning was more than 10 years ago, about how money would be divided ...

As 2025 comes to an end, I’m seeing seismic shifts in how estate planning is conducted and who’s doing it. Some of these changes have been years in the making. Others are accelerating faster than ...

Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway ...

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Attorney Harry Margolis explains estate-planning must-haves for second marriages and nontraditional families. Blended families need to take special steps to clarify intentions and avoid disputes.