Choosing a trustee is one of the most important financial decisions you will ever make. Here are 10 questions you should ask ...

Some big national banks are notorious for dragging their heels on releasing funds when customers die, regardless of how the ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.

My mother’s trust, formed with my father, names her as the sole trustee after his 2012 passing. My brother and I are ...