Olivia Gee is a Sydney-based writer and editor working across personal finance, lifestyle and sustainability. She is an insurance expert with ASIC RG146 Tier 2 Certification to provide general ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

When engaging in estate planning, people often become hyper-focused on the decisions they must make, including who will receive which assets, who will fill key roles (executor, guardian, and trustee, ...