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

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

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

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

Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical ...

Living trusts don't have to go through the lengthy and expensive probate process. The details of a living trust are not a part of the public record. Living trusts can be revoked or changed while ...

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ...

The best sites to create a will include FreeWill, Trust & Will, Quicken WillMaker & Trust and Rocket Lawyer, according to our ...

Should you name your living trust as the beneficiary of your life insurance policy? Advantages of Naming Your Trust. If your primary beneficiary is incapacitated or has special needs, directing ...

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 ...

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

Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key ...