You've probably already started the estate-planning process. We share seven steps to help you find a qualified attorney, take stock of your assets, and more.

It's helpful to think of estate planning as a process rather than something that’s one-and-done and begins and ends in an attorney’s office. Here are the key steps to take. Step 1: Find a ...

Step 2: Define Your Financial Goals Sudden riches—especially sudden liquid wealth—raise several wealth planning issues. Your first step is to decide what you’d like to accomplish financially.

Here are some practical steps to improve your finances and reduce debt, such as creating a budget, cutting back on spending, ...

You've probably already started the estate-planning process. We share seven steps to help you find a qualified attorney, take stock of your assets, and more.

It’s helpful to think of estate planning as a process rather than something that’s one-and-done and begins and ends in an attorney’s office. Here are the key steps to take. Step 1: Find a ...

Here are the key steps to take. Step 1: Find a Qualified Attorney. Start by asking other financial professionals who you work with—whether a financial advisor or an accountant—for recommendations.

Here are the key steps to take. Step 1: Find a Qualified Attorney. Start by asking other financial professionals who you work with—whether a financial advisor or an accountant—for recommendations.