If you have have people who rely on you financially, what would happen in the event you – and therefore your income – died ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

These complex products tie cash value growth to the performance of an index, but it’s important to understand the limitations ...

Paul Caneiro diverted $78,000 from slain brother Keith Caneiro's trust account to pay for fancy cars and other expenses, a ...

Discover essential financial strategies for families with disabilities, including benefits, ABLE accounts, trusts, and ...

When most people hear the term living trust, they immediately think of what happens after they pass away. But the truth is simple: a living trust is designed for the living. It provides powerful ...

Making final arrangements can be stressful, but online estate-planning platform Trust & Will guides users through the will-making process with simple question-and-answer prompts. Unlike some ...

Question: “I am 60 years old with no savings. I have $20,000 in an online investment account. I get monthly checks from a holdings company that I am a 24.75% owner of. I also receive quarterly checks ...

This article adheres to strict editorial standards. Some or all links may be monetized. If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three ...

Warning: This graphic requires JavaScript. Please enable JavaScript for the best experience. Many of us want to live a “good life.” But what a good life looks ...

Dear Liz: My older brother and his wife recently told me they made me the executor of their living trust. I have no experience with this. They live in Maryland and I’m in California. Can you please ...

This is read by an automated voice. Please report any issues or inconsistencies here. Your brother made you a successor trustee of their living trust—not an executor—and you’re not obligated to accept ...