Appointing a successor trustee for your revocable trust ensures that your assets are managed and distributed according to your wishes without probate.
HBO’s The Gilded Age dramatizes the privileged lives of some of America’s wealthiest families in late 19th century New York City.
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust.
Tony Bennett’s daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
Understanding estate administration makes it easier to honor the wishes of your deceased loved one.
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.