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

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

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

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

Probate can be lengthy and costly, Julie Jason says, noting that research is needed to hire an attorney for estate planning.