Who should handle your estate plan: Your lawyer or your financial adviser?

Financial planners can help people at all income levels, not just the wealthy

This article from InvestigateTV debunks the myth that financial planners are only for the wealthy. It explains that certified financial plan

Six simple steps to tackle your estate planning

Estate Lawyers Reveal the Most Common Will-Making Mistakes and How to Avoid Them

This article examines the most common and costly mistakes people make when creating their wills, based on insights from estate lawyers. It c

Why Modern Families Need to Rethink Traditional Estate Planning

Estate planning expert Harry Margolis explains that traditional estate plans, designed for mid-20th century nuclear families, no longer fit

Why Unmarried Couples Need Estate Planning to Protect Inheritance and Medical Rights

Estate planning attorney Harry Margolis warns that unmarried couples lack the automatic legal protections that marriage provides, meaning pa

Charles Schwab analysis outlines six strategies to protect surviving spouses from estate planning pitfalls

Charles Schwab warns that many married couples mistakenly assume all assets transfer automatically to a surviving spouse, leading to frozen