Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

It is a basic principle of the income tax that the gain or loss realized by a taxpayer from the conversion of property into cash, or from the exchange of property for other property that differs ...

Beneficiaries of trusts sometimes don’t realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts that gives them the ability to ...

When representing fiduciaries in litigation that estate and trust beneficiaries commence, my Farrell Fritz, P.C. colleagues and I seek to limit the fiduciaries’ exposure to liability. One way to ...

Listing only one child as beneficiary can cause legal issues. A trust can designate how assets are split.

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...