Trusts and wills are the main two ways to manage your estate. A will allows you to maintain full control of your assets up until death. They also offer the benefit of simplicity. While you can leave ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

Explore how a Deed of Trust works in real estate transactions, its benefits over mortgages, the role of trustees, and foreclosure processes in states using trust deeds.

Living trusts don't have to go through the probate process. The details of a living trust are not a part of the public record. Living trusts are also known as revocable trusts because they can be ...

I'm a single parent, and am looking at ways to minimise inheritance tax on my estate when I die. I looked into passing my home to my adult son and daughter while I am alive, but it seems that as I am ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Estate planning is one of those things that's ...

Trusts are typically set up to manage and distribute assets where there is some good reason or another for not handing them over outright. Common motives for families doing this are to avoid ...

Many readers ask me if there are any advantages in naming a trust as an IRA beneficiary. Although the IRS made slight improvements in the SECURE Act regulations in July, using a trust as an IRA ...

It can be helpful for a real estate portfolio. It can help avoid delays in passing assets down. It can be a means of securing your family's privacy. This article is intended for educational purposes ...