For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

Don't let your trust end up in costly probate! As a Money Protection lawyer, learn how to properly fund your revocable living trust.

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 ...

Be your own trustee with a living trust. They’re more private than a will. They also can be changed along the way. Consider entrusting your estate to this private, economical, efficient, and flexible ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

What should go in your trust—and what could cost your family thousands if left out? Estate planning lawyer Pam Scarrett breaks down exactly what to include (real estate, bank accounts, business ...

Creating an estate plan is crucial for everyone over the age of 18, yet few Americans are making it a priority. A recent survey by elder care site Caring.com found 64% of Americans believe having a ...

When people hear the words “living trust,” they often picture someone with sprawling estates, luxury cars and a multimillion-dollar portfolio. I totally get it. As a financial professional, I’ve lost ...