The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...

Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands the ...

It seems that everyone has a smartphone or a tablet, and I can t think of anyone I know who does not have Internet access at home. Consequently, plan sponsors ask all the time if they can just email ...

Improving your financial situation isn't as easy as resolving to save more or eliminate debt. One less-thought-about aspect: having the right financial planning documents in place. On that front, most ...