Estate Planning Basics

Financial planning isn't just for the rich. It's for everyone, young and old, and the best time to get started is now, beginning with these basic…

Taking a few precautions will protect your estate plan from challenges and will ensure your wishes are carried out after you pass away.

  Avoiding the probate process can save money, speed up the transfer of assets to beneficiaries, and preserve family privacy. Some actions for…

The probate process ensures that a deceased person's debts are paid and property is distributed in an orderly way. Probate follows the terms of a…

Determining whether an estate has assets that are not subject to probate can save you time and money. Here are several types of assets that qualify…

Cautionary tales to inspire you to get your Will, Trust, and Living Will in order.

What does the law say about leaving money or property to caregivers or friends who aren't related to you?

The trustee plays a crucial role in the management and distribution of a trust. Find out what the trustee's responsibilities are.

New regulations can help you—and your attorney—complete estate planning virtually, but rules vary by state.

A competent and reliable successor trustee can help achieve your goals and provide continuity of management