Dear Quentin, I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for future generations.

Trusts are excellent tools for transferring ownership of assets and providing financial benefits for loved ones. For people who have some wealth that they want to use for the benefit of a descendant, ...

Most working Americans use an Investment Retirement Account (IRA) as their main vehicle for retirement planning. If your client also chooses an IRA to leave assets to their family, naming a trust as ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

Elder law attorney Harry Margolis explains why beneficiary designations don’t protect assets and where Medicaid estate ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

You have just received a phone call that a loved one has passed away and you are named as a beneficiary of that loved one’s trust. Cases in Ohio have produced various rights of trust beneficiaries ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...