Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...

Editor’s Note: This is part one of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduces the concept, and subsequent articles will cover leaving ...

Instead of viewing estate planning as a static document filed away and forgotten, we should begin to see it as a living, ...

Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning ...

As the end of the year approaches, it’s natural to start thinking about what we’ve accomplished and what still needs attention. For retirees, this time of reflection should include checking in on ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

The Wealth Management & Estate Planning Guide is produced by the L.A. Times B2B Publishing team in conjunction with Citrin Cooperman; Greenberg Glusker LLP; and The Private Bank at Union Bank. Recent ...