“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

McCarthy & Akers serves individuals, families, and business owners who want a clear plan for the future and a trusted guide through the process. The Estate Planning Checklist is available online and ...

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...