A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed in the ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. When you work hard your entire life to accumulate ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Dear Liz: Is there a minimum amount of assets required before a revocable living trust is advisable? I am retired but my wife is still working. If we do not include our 401(k) plans, our total liquid ...

A living trust is also known as a revocable trust. A living trust typically involve the creator of the trust remaining actively involved in be maintained while active, which can add costs if you use ...

If you're thinking about estate planning, you've probably come across two common ways to pass along your assets: Trusts and wills. There are big differences between these two legal tools, especially ...

Dear Liz: My husband and I made a living trust in 2004. He died in 2018, so his half became irrevocable. But while we were settling his estate, no one mentioned (though I can see clearly in the 2004 ...

In the realm of estate planning, there can be a lot of confusion around terminology. Often people come into our offices asking for or about one type of legal document or another, and either they do ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people who have revocable living trusts don’t reap their advantages ...