The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

True, estate planning does focus on you, and it does provide you greater security and peace of mind. The difference is that while most elements of financial planning primarily benefit you, estate ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

When I meet with new clients I have them fill out what we refer to as our estate planning “questionnaire”. Basically, a form that asks them to insert personal information on the first two pages and ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...