It Turns Out That an Overwhelming Number of Americans Are Simply Uncomfortable or Unclear About the Estate Planning Process

New research shows that Americans, not surprisingly, are uncomfortable with the prospect of investing, retirement planning and estate planning. A new study of more than 5,000 individuals put forth by the group, Hearts & Wallets, identified that individuals who are late career between the ages of 53 and 64, and people who are likely to… Read More »

Reasons to Have the Estate Planning Talk with Your Loved Ones

Any family conversation about money can be a difficult one, especially when it approaches the subject of mortality and estate planning. Feelings about money and emotions get tied up in conversations about estate planning, bringing forward challenging emotions like fear, lack of confidence, shame, and concerns about dignity.   It can be difficult to discuss… Read More »