Working with the best and most qualified financial experts to create and manage one’s will, trust and estate is one of the most important decisions that people with assets must make. It is important ...

The Santa Maria Public Library, in partnership with Santa Barbara Estate Planning and Elder Law, will present Aging Well in Santa Maria: Wills, Trusts & Estate Planning, a workshop designed to empower ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. Estate planning expert Christian Manalli ...

Drafting Wills and Trust Agreements (DWTA) version 9.0 (manufactured by Michael L.M. Jordan at Thomson Reuters) is a software program designed for the assembly of wills, revocable trusts and other ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Students enrolled in the Trusts and Estates Clinic represent clients who need non-tax estate planning. They may prepare client letters, wills, trusts, durable powers of attorney, life insurance and ...