When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another...

If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar....

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said...

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon...

Michael Jackson, the “King of Pop,” had always been a controversial superstar. Over the years, he became the father of three children,...

There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen that may cause confusion...

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during...

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They...

Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes...