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, ...

Whether you meant harm or not, if you can't prove compliance, you're exposed. Compliance expert Summer Goralik and real estate broker Troy Palmquist focus on the importance of not only setting down ...

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 ...