Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate ...

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could ...

Estate planning often doesn't get as much attention ... A will is the most common way, but it's not the only option. There's also a living trust. A living trust has many benefits but isn't ideal ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries?

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Signing well-designed last wills and revocable living trusts is just the beginning of a longer process to create an “ideal ...

Estate planning is one of the most important conversations you’ll ever have with your parents. Discussing wills, trusts, and end-of-life wishes ...

(WIBW) - Many people think of estate planning as something only for the ... Carlson said a complete estate plan includes a living trust; a will; a living will or medical directive; power of ...