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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

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 ...