What’s the Difference Between a Will and Trust in Estate Planning? In the intricate tapestry of estate planning, two essential threads stand out—wills and trusts. For many, these legal documents might ...

Trust planning is a good way to avoid probate and to protect assets, but all trusts do not serve the same purpose. The ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

When it comes to estate planning, two of the most common tools are living trusts and wills. Both help ensure your assets reach the right people after you’re gone, but they work differently and serve ...

When it comes to estate planning, advisors and investors have a valuable tool in the revocable trust (or living trust) and irrevocable trust. Both types of trusts offer their share of benefits and ...

TAMPA (BLOOM) – Planning for your future and making sure your family is provided for is so important. In today’s Will & Trust Wednesday, Estate Planning Attorney Patrick Smith joins Gayle Guyardo , ...

Expertise and opinions of authors published by ForbesBooks. Imprint operated under license. What inspires us to buy a particular product over its competitors? Is it trust in the product itself? Or is ...

Why is there so much confusion around trusts? In my opinion, it is because they are often used the wrong way and not used for the right reasons. We had some clients whose attorney tried to get them to ...

ETFs are open-end funds while investment trusts are closed-end funds Tim Smith has 20+ years of experience in the financial services industry, both as a writer and as a trader. Dr. JeFreda R. Brown is ...

I was doing a workshop on tax planning in our community in Columbus, Ohio, when a self-assured CPA walked into the room. His confidence was overwhelming as he declared that not only did he already ...

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...