“The flowchart is the guiding document,” said Mr. Hendry, who lives in Pinehurst, N.C., with his wife, Mary. “I’m a lawyer, and I understand estate planning documents have to be pretty ...

He structured it to read like an estate-planning flow chart that leads to the real purpose of such planning, which is to take care of the people in your life. That end goal ...

In evaluating trusts and other estate planning instruments in accordance with the CTA, ... Creating a dynamic flow chart depicting ownership layers and individual roles at each level is imperative.

According to Trust & Will's 2025 Estate Planning Report, only 31% of Americans have a will and just 11% have established a trust, leaving 55% of Americans with no estate plan at all.

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs, focusing on core planning, business continuity and liquidity, and ...

This financial adviser breaks down taxes and estate planning into 3 simple charts These images can help you wrap your head around how to manage your money. Last Updated: May 25, ...