Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Filling out a small estate affidavit form can simplify the process of transferring a deceased person’s assets without the need for a lengthy probate procedure. This form is typically used when the ...

Keeping your clients' estate planning documents up to date is vital for ensuring that their wishes are honored, and their loved ones are protected. Don't wait for a major life change to revisit their ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

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 ...

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.