This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Family trusts are useful for controlling and protecting ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone ...

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance is $69,000; the median for trust fund ...

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 ...

A few years back, I attended an estate planning seminar at a nearby hotel. The firm putting on the show is well known in the area. Many of my clients had documents prepared by this group, so I felt an ...

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 ...

Most US homeowners and business owners understand the importance of an estate plan; they just never seem to get around to completing the task. What do you need to know about a trust? Why are trusts a ...

As executor, you’ll be required to manage the trust assets, pay final bills and creditors and communicate with beneficiaries.

A: Some lawyers recommend that you use your Social Security number for a revocable trust, while other lawyers suggest that ...