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 ...

The do-it-yourself, or DIY, mentality is a common concept for people to save time, money and resources. More and more people know exactly what they want and would rather do it themselves instead of ...

When it comes to estate planning (EP), the focus is often on the Last Will and Testament. Yet, one could easily argue the ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. This is the second installment of my seven-part series on major estate ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...