Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

On July 28, the California Bar Association, which regulates lawyer conduct in that state, announced that the law licenses of some 1,600 lawyers were being suspended. (Even in California, which has 195 ...

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, ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

(This article was originally published on April 1, 2024. It was updated on December 1, 2024 to incorporate the IRS final regulations governing required minimum ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...