The 60th Heckerling Institute confirmed that the complexity of modern families and the transparency of the digital age mean ...

The Wyomissing Public Library is holding an informational session on protecting seniors from scams, fraud and exploitation. The program will be presented by the Senior Protection Unit of the ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...