One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Visit: to set up your Sorry Im Dead, Now What? Letter and Kit If you died tomorrow would your family know what to do next? Most people leave behind a mess of confusion: Passwords? Legal docs? Bank ...

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

Preparing a checklist for end-of-year tax planning purposes is another way that advisors can make financial planning more efficient and scalable, according to Michael Kitces, head of planning strategy ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...