Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

Estate and family planning are the most crucial topics in a financial plan and are unfortunately often overlooked. I recently discovered that more than half of my friends and family have not thought ...

Live every day as if it’s your last day on earth. Sadly, it might be. Tragedy can strike at any moment and as much as we don’t like to think about death, it’s something that should always be at the ...

In financial planning, sometimes the simplest and most mundane of tasks can have the biggest impact. Few places is that more clear than in the process of inheriting and rolling over IRAs, said Sarah ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

Estate planning is sometimes thought of as a luxury reserved for people with complex finances or massive wealth. It’s easy to understand that misconception. A key focus of estate planning is to reduce ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

Blended families that include stepfamily members, half-siblings, estranged family members, former spouses, new spouses and everything in between are common in our society. Traditional, very simple ...

Ask investors to define estate planning and chances are they will paint a picture of long meetings and complicated forms. While advanced estate plans can be very in-depth, there is a way to simplify ...

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart advisers there is little to do as the exemption is ...

It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates worth ...