When most people think of estate planning, Trusts and Last Wills and Testaments usually come to mind. I have spent my career espousing the essential tools for ensuring an efficient transfer of assets ...
All's well that ends well when it comes to a client's estate plan, one might say. Whether it truly ends well often depends on the last will and testament, a critical document in wealth transfers. From ...
You may have read in the news, that Aretha Franklin reportedly left holographic, or handwritten, wills in her home. Originally, it was thought that Ms. Franklin died intestate (or without a last will ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...
Fewer older Americans are writing wills, research shows, a finding that could spell trouble for survivors. The share of over-70 households with wills or trusts to distribute their assets after death ...