DIY Estate Planning is a self-directed approach to determining the distribution and management of one's assets after death. It involves key components such as a Last Will and Testament, a Durable ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

With AI-powered will-drafting tools on the rise, more clients are tempted to take a DIY approach—but the hidden legal and ...

Dear Liz: I have a living trust. I’ve also got family who have become estranged and priorities that have changed in terms of charities I’d like to benefit. Is there any way to set up a trust that ...

An effective estate plan involves taking several key steps. These can include drafting a will, setting up a trust and managing potential tax obligations. Each step will help you create a plan to ...

Clients have long resorted to self-help before seeking professional guidance. Veteran estate planners often tell stories about clients who tried to save money by putting their own documents together, ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. Real estate attorney Dave Schlueter, who ...

DIY projects are meant to be fun, creative and save money, unless it’s a DIY will kit, in which case they often end up being ...

‭When you think about retiring, saving and investing are probably top of mind. But‬ just as important is planning how your assets – everything you've worked for – will‬ be protected and passed on to ...

NASHVILLE, Tenn. (WTVF) — What are the most common mistakes people make when they are estate planning? One big on e that they do it themselves online. On this episode of Retirement Report, hosts Hank ...

According to a 2024 survey by Caring.com, only 32% of Americans have a will or estate plan, down 6% from 2023. The survey reveals that 40% of respondents believed they didn’t have enough assets to ...