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 ...

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

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

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

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 ...

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