You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an invaluable part of your estate plan. No ...

A comprehensive estate plan often includes writing a last will and testament to transfer your assets to your beneficiaries. Once you’ve passed away, the executor of your will shepherds the will ...

It wasn't until my husband and I decided to hire a financial planner that we discovered how disorganized our records really were. Of course, we waited to the last minute to pull together all the ...