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 ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help ...

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 ...

Millions of American move to a different state each year but don't update their estate planning documents. That's a mistake, experts say. Here's why.

Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

The State Bar of Wisconsin is launching the WisDocs Estate Planning Document Assembly System. It features wills, revocable trusts, marital property agreements, durable powers of attorney, advance care ...

Most estate planning mistakes tend to be fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value ...

Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, ...

With proper estate planning, you can prevent unnecessary estate taxes. Here are some major errors, and how to avoid them: Estate Planning, when properly done, can reduce estate taxes on your death, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...