Estate planning is more than just having documents. It needs to be tied to long-term intent and aligned with your goals. What works for one person may not work well for the next, and what worked 10 years ago may not work now. Geoffrey M. Zimmerman, CFP® practitioner, senior client advisor at Mosaic Financial Partners ...Read More

Huffington Post’s guest blogger, Diane Morais of Ally Bank addresses the question “How can I ensure the financial security of my family after I'm gone?" It's an important question that we all wrestle with -- and one that has fueled an expansive network for estate planning products and services to address this important concern. If ...Read More

In the arena of estate planning, there’s a lot to be learned from the mistakes of others. Tim Cestnick, author of several tax and personal finance books, offers some examples. 1. Don’t die intestate. Dying without a will is called dying intestate. When Jimi Hendrix died at age 27, he didn’t have a will. Despite ...Read More

Christopher W. Yugo, Times Business Columnist answers a frequent question in estate planning: Q: I intend to leave all of my money to two charities but I'm concerned that my children will object. I'm worried they will challenge the will. Is there anything I can do to make sure that my wishes are carried out? ...Read More

Estate planning is vital to ensuring your family is properly taken care of after your passing, but almost equally important is communicating that plan to your family in advance. The below commentary was written by Estate planning columnist Curtis Kaiser. Last year, I met with a prospective client whose wife had passed away a decade ...Read More

One-in-five investors have yet to create an estate plan. Adrian Reyneri writes in her March 19th  article in Spectrum’s Millionaire Corner  who’s most likely to put off this important aspect of personal financial planning: Young investors Main Street investors Investors with little or no knowledge Women Do you fall into any of these estate plan ...Read More