Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Estate planning is one of those things that's ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Throughout my life, I've always heard that it's better ...

A living trust is an estate planning tool that can allow you to maintain control over your assets, specify how they should be ...

What is the step-up benefit of a revocable trust from the perspective of the beneficiaries? How can a revocable trust not only pass money and assets to your beneficiaries but save a substantial amount ...

Dear Liz: Is naming a beneficiary for a nonretirement, “payable on death” account as effective as putting the account in a living trust? It seems easier than doing all the paperwork each time I open ...

The probate process can often be expensive and time-consuming. The details of a private trust aren't accessible to the public like they are with a will. Living trusts can be changed or revoked ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Estate planning is one of those things that's ...

A living trust allows you to avoid the lengthy and costly probate process. It allows you to set stipulations before beneficiaries can receive an inheritance. Living trusts can be adjusted -- or ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Being able to pass on an inheritance to your loved ...