This document helps your executor and heirs fulfill your wishes Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public.

Malcolm Butler is the president and CEO of the Fiduciary Group in Savannah, Ga. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the ...

This document helps your executor and heirs fulfill your wishes Reviewed by Khadija Khartit A letter of instruction is a cheat sheet for anyone involved in settling your affairs. Unlike a will, this ...

Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, a boutique investment advisory firm based in Santa Monica. For young professionals finding their way in the world and just beginning ...

Q. I am the executor of my aunt’s estate, I have paid all taxes and have the stocks in an account. There are three cousins who will not sign off on the distributions I planned. We have a New Jersey ...

A will ensures your assets are passed on to the heirs of your choosing. You can complete simple wills using software, but it might be better to hire an attorney if your finances are complex. In ...