When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...

If done properly, a trust could protect your estate from unneeded costs and challenges, while giving you more control over how your assets are distributed after your death. Read on to see if a trust ...

Q: I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets? A: This is a common concern among those of us named as successor trustees in a ...