Of all the topics we discuss in articles or on the radio, the one that draws the most attention is estate planning. It is an area that affects all of us and in particular, seniors. Often however, ...

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...

That, in a nutshell, is the purpose of estate planning, a topic many people still view as mystifying or reserved for the wealthy. “Many people think an estate plan is just a will, but it is much more ...

Have you come to the stage in life where you are contemplating retirement or how to protect your assets after you're gone? Do you want more control over the estate planning process than you might get ...

John Yackel is CEO of Trucendent, which provides a comprehensive solution for enabling advisors and planners to offer quality estate planning solutions to households. Trucendent offers an extensive ...

In our last article, "Demystifying the Estate Planning Process," we attempted to simplify and break down the various steps involved in the estate planning process and to outline the key documents in a ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Why Does My Estate Planning Attorney Need So Much Information? Expert Answer: If you’ve decided to start your estate planning journey, congratulations — you’ve taken an important step toward ...

In our practice, we often meet with individuals who, prior to our meeting, did not have any estate plan in place. Many times, we receive an email or a phone call from a prospective client, simply ...

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate ...

Michelle Diamond is chief development officer and executive director of regional markets for Cumberland Trust, a Nashville-based independent corporate trust company focused on families. As we enter a ...