Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you’re gone ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

*Don’t name your estate as heir. A retirement account’s heir typically must be a person (or a trust benefiting a person) for ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

An agent with discretionary authority, that is a non-ministerial one, owes the principal fiduciary duties. All trustees, on the other hand, are fiduciaries. A trustee has a duty to act solely in the ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

In California, trustees have a fiduciary duty to act impartially and in the interest of all beneficiaries. 1 But what happens when a trustee uses trust funds to finance litigation that benefits only ...

Q: I am one of several beneficiaries of a trust, and we have had no communication from the trustee since 2012. Are we entitled to ask him for copies of recent tax returns for the trust or recent ...