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 ...

When planning for the future, many people think a will is the only option. However, a living trust offers benefits that a ...

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

Many families become motivated to create an estate plan once they have children, in order to name a guardian for their minor children and to ensure their minor children are cared for through the use ...

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

California living trust laws govern how residents can create and manage trusts to hold their assets, potentially bypassing ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

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

(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 ...