Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools. Estate planning, ...

The revocable living trust is also known as a living trust or inter vivos trust and serves as a flexible estate planning instrument, taking effect immediately after its creation. This means that ...

Take a Financial Advisor Quiz. Estate planning is a critical part of financial planning that helps protect your assets even after you’re gone. You can set your children and grandchildren up ...

By Marlee Stever, Esq. Estate planning can be a challenging and daunting process, with several things to consider, and there are frequently a variety of solutions available, each with unique ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The implications of the case brought by Charles and Kathleen Moore [1] on the ...

Estate planning, though often perceived as complex and confusing, becomes less daunting with increased understanding. While initiating the process may seem overwhelming, a well-executed and thorough ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...