Having your will done doesn't mean you’re done with estate planning. While the last will and testament is easily the…
Wondering whether a will or a living trust is the appropriate document for your estate plan? The answer is simple—you…
Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says…
Will your will actually do what you want it to do? You might never know—but your heirs could pay the…
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…
An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…
The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…
With interest rates way down and stock prices, as well as car prices, way up, Bottom Line Personal asked five financial experts for some of the shrewdest money moves you can make now.
Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.
You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.
The laws on controlling digital accounts after someone dies have been quietly changing. Here's what you need to know.
Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.
Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.
There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.
Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.
