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 ...

At the end of 2012, my partner died suddenly. He was 40, I was 37, and our two kids were only 3 and 6. His death from a rare ...

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 ...

Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

You may think it’s too soon to do estate planning. Yet, none of us can predict the future – so you’ll want to be prepared for anything.Where do you begin? Consider developing an estate planning ...

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 ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...