An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Referrals from other professionals, such as accountants and trusts and estates (T&E) attorneys, are the most effective way to grow wealth management practices with the wealthy. The challenge is that ...

If you've ever thought that you're too young or too broke to worry about estate planning, Kerri Koen would like you to think again. "It's really important that we're all proactive and have these ...