"Divorce is not easy. It’s not only a difficult time emotionally, but you also have a lot to do and many decisions to make. I am going to add one more task to your “to do” list. You need to address your estate plan. It could be the plan deep in your filing cabinet...

“Most people are devoted to their pets but do not realize they can include their pets in their estate plan. Including a pet may be something as simple as naming a custodian to ensure the pets are re-homed, or as detailed as setting aside funds to care for the pets. In...

When life's two certainties, death and taxes intersect, it can be complicated and confusing. This article breaks down some of your inheritance tax questions. How Taxes May Affect Your Inheritance

"A properly designed special needs trust promotes the comfort and happiness of the special needs beneficiary without sacrificing eligibility for benefits. A sufficiently funded trust can provide for medical expenses, education and necessary equipment, like a...

"I exhort clients to think carefully when selecting or replacing executors — the persons who are the key figures in the settling of their estates. They’re best served by individuals willing to take jobs that are potentially time-consuming and demanding." - Julian...

"When a person is terminally ill, the emotional impact on the individual and caregivers cannot be overstated. Nevertheless, there also are financial implications to the diagnosis that cannot be overlooked. Astute planning can help the dying individual be physically...

"When it comes to wills, as a financial planner, I’ve seen a lot of sad, unfortunate or just plain weird things happen over the years. Poor estate documents can lead to people accidentally cutting loved ones out of inheritances, paying big tax bills unnecessarily and...

"If you have a child who is addicted to drugs or alcohol, or who is financially irresponsible, you already know the heartbreak associated with trying to help that child make healthy decisions. If these are your circumstances, you are probably already worrying about...

"Estate planning is an important task that everyone should take the time to manage. We’re all familiar with the concept of a traditional will where you lay out what should happen to your assets, but the legacy of your digital life is important, too." - Amanda Kooser...