Your Estate Plan Ruined My RetirementWealthManagement.comWe would like to first apologize for such a strong title, but unfortunately, we've seen at least a dozen situations in the past year in…
Estate Plan Design: 5 Key Questions for ClientsFinancial-Planning.com (blog)As an attorney and estate planning specialist, I often find that the situation might not be as straightforward as clients initially think.…
Why Your College-Age Children Need an Estate PlanWall Street JournalBrad Wiewel, an estate-planning attorney in Austin, Texas, says two of his clients were unable to secure even basic information about…