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 ...

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about her care. “She ignored me, then asked my ...

Make sure your loved ones get the money they are owed by keeping records of your life insurance plans and storing them with ...

Estate planning is one of those tasks that many people know they should address, but often put off. It can feel overwhelming, ...

It's never too early to review an estate planning checklist. Case in point: several years ago, Kelley Brooks’s husband, Chris, who was being treated for hypertension, died in his sleep. Like so many ...

Attorneys often include instructions for retitling assets and/or updating beneficiaries in accordance with the estate documents. I create a personalized checklist of action items and gather necessary ...

Not a lot of people like to think about dying, let alone plan for your death. But that's exactly what estate planning is. It might seem morbid to make preparations while you're still very much alive.

If you are the executor or administrator of someone's will, your job is to submit the will to the court for probate, if necessary, and to protect the deceased's property until all debts are paid and ...