The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or another family member but can also be an attorney, an accountant or ...

Imagine this scenario: Christine is in her 70s and needs to revise her will. The last time she looked at the document, her husband was still alive and their three children were toddlers. A lot has ...

A complete estate plan that incorporates the right people in each role can provide you and your beneficiaries with peace of mind.

Estate planning often brings out complicated family dynamics, especially when one child may need more support than the others ...

Have a question about investing, how it fits into your overall financial plan or what strategies can help you make the most ...