A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about adhering to formal procedures when making ...

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

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

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 ...

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

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

When certain situations arise in your own life, or in the lives of your family members and other beneficiaries, you and your financial adviser can review your estate plan to pre-emptively protect your ...

He shares how the probate process caused tension between his siblings. He also harbored frustration over one unanswerable ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential ...

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

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

Farmers are renowned for their resilience and ability to persist through floods, freezes and other less-than-favorable ...