Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market.

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...

COLUMBIA SC (WOLO) – If you are in estate planning mode, there is a tool that can often be a great way to ensure that your wishes are carried out. Attorney Robert Grimm from Dial, Grimm, Dial joined ...

The purpose of a no-contest clause is to prevent frivolous or emotionally reactive challenges to an estate. With a no-contest clause in place, disputing a will out of anger or shock can lead to ...

In the next 20 years, an astounding $84 trillion in assets is set to change hands as older Americans leave their wealth ...

A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs ...

Q: Years ago, my parents had a Totten Trust. Can Totten Trusts still be used in estate planning? A: Are you sure that they had a Totten Trust? The reason I ask is because Totten Trusts were kind ...

Estate planning entails a few different things, including detailing how you'd want your assets and affairs handled after ...

McClelland St. Attorney Julianna Malis from Santa Barbara Estate Planning and Elder Law will lead the workshop highlighting the differences between wills, trusts, and estate planning.

Zero trust is a cybersecurity model or strategy in which no person or computing entity is considered inherently trustworthy, regardless of whether they are inside or outside the organization’s ...

If any of these apply, updating your estate plan now can help you avoid complications in the future. Your will and any trusts you have in place should reflect your current wishes. If you’ve acquired ...