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 ...
A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...
Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...
Thinking about your own death isn’t fun, but don’t worry, planning for your estate does not actually have to be a difficult or lengthy process. Unless you have significant assets or complex wishes, ...
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It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...
Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...
Planning for the future is not always a top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel futile. Estate planning, however, ensures if anything ...
Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...
There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley Brooks’ husband, Chris, who was being treated for hypertension, died in his ...
“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...