What is the benefit of having a trust versus a will? We own our home, have a rental property and we have no debt. My husband and I are retired and both have IRAs, over $500,000 in the stock market and ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...

A hot issue percolating among the states is whether a clause in a will or trust requiringalternative dispute resolution — usually arbitration — should be enforced by the courts. While initially courts ...

Most people know that creating a will is the easiest way to ensure their assets are divided correctly after death. But according to financial guru Suze Orman, having only a will in place isn't as ...

This section surveys notable 2025 developments in trusts and estates across key jurisdictions, highlighting enacted legislation, pending proposals ...

Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

Q: You've written about "under-drafted" wills (for example, from templates found on the internet) that omit crucial provisions. Can a will be "over-drafted" and contain redundant language, conflicting ...

Q: We recently moved away from Texas. What do we need to do regarding our wills in our new state, if anything? A: You need to hire an attorney in the state where you now live to prepare new wills, or ...