A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler ...

You need an estate plan. This is true even if you don't have a lot of assets. It's also true if you're young, or if you don't have close family members. Estate planning means preparing for the ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is certainly a major component, far too often, there are several other critically ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...

Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and being asked to step into your shoes, make medical decisions for you, and manage your ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...