Keith Miles

While financial planning has been at the top of many Americans’ minds, a vast majority of people have stalled in creating an estate plan.

If you wish to maintain control during your lifetime over the assets you place in a trust, you may choose to establish a revocable, or "living" trust – most likely, along with a pour over will.

Wills contain important information about who receives money, possessions, and property upon a person’s death. Who can view this information, and is it a public record? 

Arranging what happens to your digital assets and information when you pass away has become an increasingly essential component of comprehensive estate planning.

When you assume the role of surrogate decision-maker, it is crucial to understand the patient's wishes and values.

People create wills to establish what happens to their money and assets when they pass away. In these documents, they can name beneficiaries – individuals who will receive those assets upon the person's death.