One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

A trust is a legal arrangement in which a grantor transfers assets to a trustee, who manages the assets for the benefit of ...

The market for testamentary substitute trusts, which allow inheritance of assets without the need for a complicated will, is ...

Talking with clients about the legacy they wish to leave behind is an essential part of my job as a financial advisor. How do they want to share their wealth with loved ones and charities that matter ...

Recent New York courts have upheld the validity of a decedent’s will, confirming the spouse as the sole residuary beneficiary ...