You always want to ensure your trust is aligned with your current situation and wishes. A simple amendment might do the trick ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.

Many estate planners believe that their job is done when the beneficiaries avoid probate and receive their inheritance. However, when beneficiaries receive their inheritance in their name outright ...

Yet they still want a trust because they worry about their adult child losing thousands, if not millions, of dollars of their inheritance as a result of a failed marriage. By establishing a trust ...

This article provides expert guidance on managing your inheritance, from estate planning to investment strategies.

I am the trustee of my deceased aunt's trust. Her trust assets will be distributed to 15 beneficiaries. She did not own real estate. She had CDs, bonds, a ROTH IRA, a traditional IRA and a brokerage ...

Affluent Britons are increasingly gifting money to family members amid concerns that Rachel Reeves may introduce stricter inheritance tax (IHT) policies. Wealth managers report a rise in gifting ...

You may want to take care of your children in your will but suspect that they would blow through their inheritance in just a few years. That’s when a spendthrift trust comes in handy.

Living trusts help you avoid the probate process, which can be time-consuming and expensive Unlike a will, a living trust is not a part of the public record. If you set up a living trust ...

One of those routes is a living trust. While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one -- including the three discussed below.