Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...

It's National Estate Planning Awareness Week and financial experts say in the digital age, it's more important now than ever to get things in order regarding your will. Craig Bolanos, founder and CEO ...

You don’t know what the future holds. Your ancestors may receive part of your wealth in their lifetimes, but they may not know what to do with it or how to manage this sum of money properly. That’s ...

Both corporate legal work and estate planning may play key roles, but different ones, in the long term success of construction and real estate companies. Corporate attorneys typically help businesses ...

A comprehensive plan can protect loved ones from legal disputes, minimize estate taxes, and preserve family harmony. Key components of an estate plan include a will, trusts, health care directives, ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

As 2025 comes to an end, I’m seeing seismic shifts in how estate planning is conducted and who’s doing it. Some of these changes have been years in the making. Others are accelerating faster than ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...