Trust banking might sound like a boring topic, but it’s actually pretty important. It’s all about managing your money and assets in a way that helps protect them for the future. But here’s the thing: ...

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, ...

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 ...

Dear Liz: My goal is to avoid probate and allow simplified access for my heir, who is also my executor. I have no family. I have chosen payable-on-death and transfer-on-death accounts instead of ...

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 ...