Selecting the right trustee is one of the most important decisions in setting up a revocable living trust, according to ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

When you buy a home, the way the title is held affects how the property is managed, transferred and inherited. Some homeowners place a home in a trust to add privacy or simplify what happens after ...

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, your grandchildren and beyond. Married couples have the possibility of establishing a joint ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...