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 ...

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 ...

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 ...

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.

It’s difficult to think about what may happen if your health starts to decline — or how your loved ones will carry on after your death. But doing nothing to plan for these events could result in you ...

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 ...

Why Plan? To empower and protect the ones you love. Estate Planning: You Have to Start in Order to Finish was created as a guide to help you better understand the estate planning process. In this book ...

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, ...