Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

Estate planning provides for the smooth handling of your assets after death. However, only around 32% of American adults have a will, indicating that most people haven’t taken the appropriate steps to ...

A living trust allows you to partially avoid the probate process, which helps your beneficiaries. But certain assets should never be placed in a living trust.

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Throughout my life, I've always heard that it's better ...

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every ...

Probate, which is the process of transferring your assets after you’ve died, can be time-consuming and expensive. Kelsey Simasko — attorney at Simasko Law in Mount Clements, Michigan — explained that ...

When people hear the words “living trust,” they often picture someone with sprawling estates, luxury cars and a multimillion-dollar portfolio. I totally get it. As a financial professional, I’ve lost ...

There are certain benefits a living trust offers over a will. Living trusts aren't right for everyone, and there can be higher up-front costs. It's best to work with an estate-planning attorney to see ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...