PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Despite purchasing what might now be their biggest asset, women are less likely than men to have any estate planning ...

Helping my dad navigate Medicaid and long-term care showed me I needed a will, trust, and plan for my own family.

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

Editor's note: This is the fifth article in a step-by-step guide for getting your financial house in order. We've already brought you information on compiling your net worth statement, reviewing asset ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

Nobody wants to think about death, but it’s something Polly Dobbs, an estate planning and wealth transfer attorney with Dobbs Legal Group LLC, thinks about every day. “When I was a new lawyer, I was ...

A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and ...

The new $15 million exemption simplifies estate planning for most Americans. Updating trusts can help your heirs avoid probate and messy conflicts. Over the past decade, major tax law changes and ...

Your clients probably have a better chance of winning the lottery than actually completing their estate plans. It's not that they don't understand the importance (they do). The problem is rooted in ...