It makes a great story that we've probably seen on the Hallmark channel around the holidays: a struggling family suddenly receives a large inheritance from a long-lost relative, and it resolves all the injustices in their lives. Unfortunately, if you talk to wealth counselors and estate attorneys, they’ll say an...

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone and may create uncomfortable...