The type of trust you choose can make all the difference in how your family accesses your assets, avoids court, and protects your legacy.

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...

This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...

It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....

Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...

As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...