Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

A pour-over will is paired with a living trust to manage assets after death. It transfers any remaining assets into the trust instead of distributing them directly. This method prevents state laws ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. When you work hard your entire life to accumulate ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The recent deaths of actor Gene Hackman and his wife Betsy Arakawa ...

Estate planning provides for the smooth handling of your assets after death. However, only around 32% of American adults have a will, indicating that most people haven’t taken the appropriate steps to ...

Two types of legal documents can outline your wishes for after you die, yet few people understand the pros and cons of either a revocable living trust or a will. Generally, a revocable living trust or ...

How does it work? What is the purpose of a revocable living trust? The primary role of this type of trust is to provide a comprehensive framework for managing and distributing assets, both during the ...

Making final arrangements can be stressful, but online estate-planning platform Trust & Will guides users through the will-making process with simple question-and-answer prompts. Unlike some ...

Living trusts provide exceptional flexibilty and control in estate planning. Some trusts can help minimize tax liability, but not every trust offers those benefits. Those features need to be weighed ...

A living trust is a legal document that helps you pass down your assets to your beneficiaries when you die. So, what is a ...

The probate process can often be expensive and time-consuming. The details of a private trust aren't accessible to the public like they are with a will. Living trusts can be changed or revoked ...

A living will is an advance directive that conveys your wishes about medical decisions when you can’t communicate. Many, or all, of the products featured on this page are from our advertising partners ...