trusts

It’s probably not the best idea to plan your future around a windfall.

Tips for dealing with serious illnesses and estate plans when you’ve got complicated family dynamics.

This last task might seem a little long, but we cover a lot of ground about a very important and helpful topic: Paying for your...

We’re going to try and make the concept of a Trust as easy to understand as possible, but to be honest, they can be quite...

Map out a smooth transition because it can get complicated.

If her owner dies, Bella Mia will become one very rich pooch.

Here are some of the essential documents, accounts, and types of information to organize and put in your Everplan.

America is approaching a belly rub crisis. Or, in the case of cats, that spot right above their tail that makes them like you for...

Death is agonizing enough without the added pain of heir warfare. Here are some warning signs that there might be strife in your...

Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.

Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.

Before you begin settling the estate and sorting out the affairs of the person who died, you’ll want to collect some key...

Many of the services traditionally offered by trust and estate attorneys can now be obtained online.

Your dog or cat loves you, often more than you can ever love him or her in return. Here's one way to return the favor.

You don’t need to be a fictitious meth manufacturing mastermind and threaten former business associates with assassination...

It’s all too common to hear of a tragedy turning into something even uglier: an epic family feud.

Book 'em, Planno! (Instead of Danno...we were making a planning pun...forget it...just read the awesome article now.)

Identify the attorneys and legal professionals who help keep the law on your side.

You just came into a lot of money. Here’s your plan.

In estate planning, Trusts can be established to easily transfer assets to heirs. With the right set-up, assets in a Trust...

Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...

For various financial accounts and holdings, and for different legal arrangements, you'll need to gather different types of...

An Irrevocable Trust requires you to give up all ownership rights to the assets in the Trust, as well as your right to change the...

A Revocable Trust allows you to retain control of all the assets in the Trust.

A Testamentary Trust goes into effect after a death and is often created as part of a Will.

A Living Trust, also called an “inter-vivos trust,” is a Trust that becomes effective during your life.

An Irrevocable Life Insurance Trust (ILIT) is used to avoid estate taxes on insurance payouts.

A Trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity for the benefit of...

The Beneficiaries named in your Life Insurance policy are the people who will receive the payout when you die. Choose wisely.

A Pour-Over Will funnels any assets in your name into an already-created Trust when you die.

Beneficiaries of a Trust are the people or organization(s) who are named as the recipients of any benefits of the Trust. The...

Generally, Trustees are responsible for managing, investing, and distributing the property in the Trust. Depending on what your...

Trustees are responsible for managing, investing, and distributing the property in the Trust. This includes administration and...

If you are covered by Medicaid, you are allowed to set money aside for future funeral expenses.

A simple funeral insurance policy can be purchased, with the funeral home as the beneficiary. This way, upon your death, the...

If you're interested in setting money aside for your funeral but aren't interested in pre-paying any funds to a funeral home, a...

If you want to pay for your funeral arrangements ahead of time, one way to pay is through a Trust that the funeral home sets up....

Making funeral arrangements for yourself is a way to take some of the logistical and financial stresses off of your family and...

Living Trusts and Testamentary Trusts are funded differently. Find out how below.

Setting up Trusts can be done online or with the help of a Trust and estate attorney.

Bottom line: Trustees are in charge of managing a Trust.

When creating a Will, you have the right to give your assets or property to whomever you choose.