We don’t like to think of our own death, but given its inevitability, sooner of later, we need to be ready to pass along our worldly goods to others. Having a good estate plan is key. One of the ...

Nobody likes to think about their mortality. But aging and death are inevitable, and the best thing we can do for ourselves and our loved ones is to take action while we are healthy, to ensure we are ...

While it may sound like something that wouldn’t happen to someone who was careful, Hodges said he’s seen it himself when ...

Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

About a month ago, I had an interesting conversation with a chief human resource professional about succession planning. Her school district had seen a great deal of change in senior level staff ...

Estate planning can provide security and direction for the future, and a financial advisor can streamline the process. When it comes to estate planning, selecting the right financial advisor might ...

"An estate plan that’s ready to go when it’s needed...belongs in a binder, and a lot of important documents are aggregated in that binder," Hodges said.

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...