Estate planning through Revocable Living Trusts: A guide for retirees and government employees Federal employees can deploy more flexibility in their retirement and estate planning, as well as ...

As part of our ongoing comprehensive financial planning process, we review clients’ current estate planning documents. If you would like a downloadable PDF version of our estate planning checklist, ...

Estate planning can protect your legacy and make an emotional time easier for your loved ones.

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs, focusing on core planning, business continuity and liquidity, and ...

Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key ...

7-step checklist for estate planning Here are seven items you’ll want to carefully consider as you’re making your estate plan.

Here are the things you need in an estate plan, including one element that can provide more flexibility and help settle your estate more quickly. 7-step checklist for estate planning ...

Financial advisors should take the time to create a health care checklist to help clients think through common issues surrounding their physical well-being.

Habitat for Humanity of Greater Orlando & Osceola County hosted a free estate planning class to help residents understand the importance of planning for their assets.

Estate planning can be both a lengthy and complex process. Here’s what you should know to provide essential estate planning services to your clients ...

Estate planning is a plan for how your assets will be handled if you become incapacitated or die. Learn why it’s important to have an estate plan and how to create it.

Today’s Free Offer – Estate Planning Checklist Visit our website and check out our new resource center or register for a FREE 15-minute call with a financial advisor: www.johnsonbrunetti.com ...