"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for ...

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 ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

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 ...

The 45 th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN brings together some of the top estate planners from around the country to lecture at a two day conference. This is the 3 ...

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, ...

The oldest Generation Xers are entering their 60s, an age when Americans are expected to make estate-planning choices. But ...

While retirement can feel like crossing the finish line financially, it opens up a new realm of responsibilities and concerns. Hard work can help you save for your golden years. However, accounting ...