For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

You can use a digital asset trust to decide what to do with your electronic property, including your computer hard drive, ...

With the restoration of the Medi-Cal eligibility asset test on Jan. 1, 2026 (back to where it existed in July 2022), some people may want to consider whether to include specific gifting provisions ...

The surprising move came last week, when the panel representing the interests of the more than 600 people who invested in ...

Selecting the right trustee is one of the most important decisions in setting up a revocable living trust, according to ...

Jason Penrod, a former Polk County lawyer accused of diverting nearly $1.8 million from a client, pled guilty to grand theft ...

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to get his financial affairs in order before his passing. Though he exists ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and a Revocable Living Trust, along with other crucial ...

We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. If you will, allow us to present the ...

Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you. Many, or all, of the products featured on this page are from our advertising ...

With today's rising costs, some people consider setting up a trust without an attorney. But while online tools or DIY templates can work for simple revocable living trusts, more complex estates could ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...