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 ...

Yet it wasn't until years later, when her mother needed surgery, that Pinsker realized they hadn't taken one crucial step — ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...

Estate planning is important for managing and distributing assets, especially for veterans who have unique benefits like pensions, VA benefits and healthcare coverage to consider. Veterans can access ...

Why consider looking for forms on the Web? Trusts and estates practitioners all have (or should have) carefully crafted office forms and drafting systems and a library full of form books and forms ...

You can write a will yourself, with estate planning software or by consulting an estate planning attorney. Many, or all, of the products featured on this page are from our advertising partners who ...

Some clients and their advisors may think it’s okay to use a 409A Valuation Report for a gift or estate filing. While they may get away with it if there’s no audit, it’s not advisable. Section 409A ...

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 ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...