The American Institute of CPAs has introduced a free checklist that accountants can download, personalize and use to update clients on how the recent tax cut extension legislation may affect their ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...

At the end of 2012, my partner died suddenly. He was 40, I was 37, and our two kids were only 3 and 6. His death from a rare ...

Estate Planning Checklist: Five Tasks to Prioritize Doing these things now, while you’re still physically and mentally healthy, will make things considerably easier for you and your loved ones when ...

NEW HAVEN, Conn. (WTNH) — Connecticut’s Morning Buzz Reporter Jillian Andrews welcomes Money Wisdom, sponsored by Johnson Brunetti. We’re teaching you smart ways to manage your money, and here with ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley Brooks’ husband, Chris, who was being treated for hypertension, died in his ...