The most powerful and flexible tool estate planners have today is the revocable living trust. It is essentially a substitute for a will that allows you to avoid the often lengthy and expensive probate ...

When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. What estate documents do you really need to have? Here’s a list and ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

Two types of legal documents can outline your wishes for after you die, yet few people understand the pros and cons of either a revocable living trust or a will. Generally, a revocable living trust or ...

Setting up a trust can be an important step in estate planning, helping you manage assets, protect beneficiaries and simplify the transfer of wealth. The timeline for setting one up, however, can vary ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

In In re Topletz, the trial court ordered a party jailed for civil contempt for failing to comply with an order to produce documents from a family-run trust during post-judgment discovery in a suit ...