There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

Following our series on how to serve and protect yourself as a trustee for your family, it only makes sense to talk about the other side of the equation ─ being a beneficiary. Unlike trustees, who ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

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 ...

Advice offered by Marc Hebert, president of The Harbor Group Inc., a certified financial planner. If you have any questions about finance or if you'd like to suggest a future topic, email ...

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 ...

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 ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone ...

We have all seen others who are financially devastated or harmed by circumstances that are completely outside of their control. For example, a beneficiary’s spouse may take his or her inheritance in a ...

Smart and savvy business owners are always prepared — in life and in death. They know that trusts are among the most valuable tools to ensure the future of their business and family. But, even the ...