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 ...

Editor’s Note: This is part one of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduces the concept, and subsequent articles will cover leaving ...

As the end of the year approaches, it’s natural to start thinking about what we’ve accomplished and what still needs attention. For retirees, this time of reflection should include checking in on ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

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 ...

️ 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 ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

Establishing a trust is an integral component of legacy preservation, asset management, and avoiding probate. Unfortunately, many people mistakenly believe that once created, their trust should remain ...

Olivia Gee is a Sydney-based writer and editor working across personal finance, lifestyle and sustainability. She is an insurance expert with ASIC RG146 Tier 2 Certification to provide general ...