Estate Planning

If you are a property holder, you may use a Lady Bird Deed to transfer real property to a specific beneficiary while retaining certain rights to the property.

Creating a spendthrift trust for your loved one can limit their spending and your protect wealth. ...

Many individuals are concerned when they hear the term "irrevocable" trust, as they equate the permanency of the term "irrevocable" with the idea that such a trust can never be changed.

Some assets transfer directly to heirs after a person's death. Other assets must go through a process known as probate.

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that protects patients' privacy.

Last wills and testaments (also known simply as wills) are not just for the wealthy.

Trusts are legal arrangements used in estate planning, alongside wills and advance directives.

Vermont has become the first state in the U.S. to update its end-of-life choice law to make it legal for nonresidents to pursue medically assisted suicide.

A crucial, yet often overlooked, component of estate planning is reviewing assets, such as 401(k)s, pensions, and savings accounts, and ensuring you have listed a beneficiary for each of these.