Here's the good news: Goals are simple. Identifying a goal is the easiest step of the entire planning process. Just ask yourself: What is the most important thing you want to happen as a result of ...

Estate planners know that everyone can benefit from setting up an estate plan, but many people still believe that anything to ...

Below is a six-step Simplified Succession Plan that demystifies the process and guides you through setting up a succession strategy that is practical, effective, and SIMPLE. Imagine your ...

The post 5 simple steps to start retirement planning at ... If you want to consider it as part of your retirement planning ...

But if you need an estate plan, you can be sure that the seven easy steps outlined below will help ... Unlike wills, living trusts avoid probate, the process by which a court determines that ...

But you need a digital estate plan to enable your family to access your digital assets if you pass away. Several states have adopted RUFADAA, which has a three-tier process for accessing digital ...