You don’t need to sell the “estate plan.” You need to meet people during the moment that makes planning relevant: the birth ...

Estate planning includes a variety of document types and plans, but the specific plan is usually is determined by the life stage of the individual. Life stage does not necessary ...

A few years ago, when a friend learned that we share a love for Warren Zevon, he told me that he wanted Zevon’s songs “I Have to Leave,” “My Ride’s Here,” and “Keep Me in Your Heart” played at his ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

During the COVID-19 pandemic, many people unexpectedly needed critical care such as ventilators but were unable to communicate their end-of-life wishes to their loved ones. Researchers like me, who ...

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...

Medicare acknowledges end-of-life planning as an important part of your healthcare. It has an “advance care planning” benefit, which a person can include as part of their annual wellness visit.

Americans are living longer, but a new John Hancock/MIT longevity preparedness study shows they are unprepared for those ...

George Kinder wants everyone to be free. At first blush, that concept of personal fulfillment or enlightenment may seem better suited to the realms of religion or spirituality than personal finance.

Birds, bees, and Final Wishes — a new study says “Now’s the time” for the other Big Talk with Mom and Dad: the one about what will occur when the end of life happens. A new poll of 2,000 U.S. adults ...

When Donnell Beverly Jr. decided to launch end-of-life planning startup Eazewell after the loss of both of his parents, he knew exactly who to call to help launch the business: longtime friend, and ...

Medicare recognizes the importance of end-of-life planning and what you’d like your future care to look like. Its advance care planning benefit is part of your annual wellness appointment. During your ...