My fellow attorneys will probably send out a lynch mob to get me, but I will review this excellent new book anyway. At last there is an easily understandable book about the benefits of living trusts ...
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 ...
Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...
A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and ...
Readers often ask me about do-it-yourself estate planning. Lawyers want to know how to discourage clients from using books or software and websites that spew out documents for free or for a fraction ...
Q. I have a living trust. If I fund a 529 for a grandchild with the trust as owner, are there any differences than if had I bought it as a grandfather? If my daughter, the grandchild’s mother, was a ...
Regarding your editorial on living trusts, you stated that estate planning is a complicated process and that an attorney can establish a living trust for about $500. While I agree that an attorney can ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...