estate planning

Retirement Upside

Practical Magic: How to Conjure Estate Planning Conversations This Season

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More than half of adults don’t have estate planning documents in place, according to Trust & Will, putting them at risk of poor outcomes.

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Retirement Upside

Fighting Entitlement Is Part of the Family Business

Kids who grow up in a life of luxury can struggle to appreciate what it takes to build wealth, advisers say.

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Retirement Upside

Cognitive Decline Risks Compel Earlier Estate Planning

Advisors and attorneys with expertise in legacy planning can help bring some peace of mind to clients who are facing the unknown.

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Retirement Upside

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Not every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.

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Retirement Upside

Legacy Planning Can Get a Little Awkward. That’s OK

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It pays to start the estate planning process early, make frequent updates and plan for emergencies.

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Retirement Upside

The Insurance Conversations Younger Clients Need to Have

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Financial conversations often focus on accumulation, but protection also matters in a holistic plan.

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Retirement Upside

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

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Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney.

2 min read

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