Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Most people associate estate planning with wills, trusts, and beneficiary designations. However, annuities can also play a significant role in your long-term legacy. In addition to providing ...

Estate planning is complex in many respects. For starters, it can be emotional, since it requires thinking about your own mortality--or about a time when you might be unable to make decisions on your ...

The New Year's Day fiscal cliff bill, which ended an 11-year period of uncertainty about estate tax exemptions and rates, also made permanent a wonderful break for widows and widowers that was set to ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...

Key Points Parents with young children need estate plans to name guardians and control how assets support kids into adulthood ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

The Wealth Management & Estate Planning Guide is produced by the L.A. Times B2B Publishing team in conjunction with Citrin Cooperman; Greenberg Glusker LLP; and The Private Bank at Union Bank. Recent ...