When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based ...

Estate planning is often misunderstood as something only wealthy families need to think about. In reality, anyone who owns a ...

Consider ease of set-up, ability to modify, asset protection, and tax benefits Reviewed by Anthony Battle Fact checked by ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...

Family offices are rethinking wealth preservation and growth, and many of the clients I work with want to move toward a more ...

Q: I’m 67, retired with a home, cars, pension, Social Security, 401(k), Roth IRA, no children, no wife and no debt. My assets will be distributed mostly to charities, with some cash passing to family ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...