When a person dies without proper planning, their estate enters a public legal process that can last months—sometimes ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a ...

Following the deaths of Rob Reiner and his wife Michele, experts explain how their son Nick's potential inheritance could be ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...

The weight of all that may trigger emotions besides grief. For example, shock — especially if your late relative named you ...

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what she needs to know before deciding.

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a distribution and paid taxes on it. I had no immediate need for the ...

When done thoughtfully, estate planning can actually bring families closer together and help maintain lasting bonds that ...

Don't let the wrong executor derail your estate plan. Here are the seven worst mistakes people make when choosing an executor ...

It's heartbreaking that he was able to move right back into her home and claim part ownership. The house remains in her name. He has since kicked out each of the boys one by one - first her elder son, ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney can shape how my assets are protected, taxed and ultimately passed on. To ...