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Certified financial planner Derieck Hodges told the story of a young man who lost his wife and had to navigate her estate ...

Sign up for the Globe Advisor weekly newsletter for professional financial advisors. For more from Globe Advisor, visit our homepage. In many couples, one spouse runs ...

Everyone in my family knows about my mother’s big blue binder. I jokingly refer to it as her “Book of Life.” The binder includes physical copies of important documents, directives for next of kin and ...

Your tech tools are great for managing your day, but nothing really beats writing things down in an old-fashioned planner. Writing manually helps you remember more, for instance, and there’s something ...

Good morning. This week, I wrote about how executors-to-be are requesting to see death binders as a condition of managing a person’s estate. Death binders are a topic of interest for advisors and ...