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What is estate planning?

Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...
It's National Estate Planning Awareness Week and financial experts say in the digital age, it's more important now than ever to get things in order regarding your will. Craig Bolanos, founder and CEO ...
CHICAGO (WLS) -- Estate planning is key to building generational wealth. But a survey by Caring.com found just around 30% of Black Americans have a will or estate plan. Without one, families may face ...
Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...
What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...
You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...
As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Hans Daniel Jasperson has over a decade of experience in public policy research, with an ...
Estate planning isn’t only for the wealthy. It’s a crucial part of financial wellness for everyone. Two advisors discussed why financial professionals must have estate planning conversations with ...
A comprehensive plan can protect loved ones from legal disputes, minimize estate taxes, and preserve family harmony. Key components of an estate plan include a will, trusts, health care directives, ...
January 28, 2026 - PRESSADVANTAGE - Soto Law Group has published a new educational article, "Real Estate and Estate ...