Q: Years ago, my parents had a Totten Trust. Can Totten Trusts still be used in estate planning? A: Are you sure that they had a Totten Trust? The reason I ask is because Totten Trusts were kind ...

Regarding your finances, being proactive is important for building wealth, retirement planning, and estate planning. Estate ...

Learn essential steps to protect LGBTQ marriages, from obtaining a marriage license to updating your estate documents.

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to ...

Explore the role, types, and steps of using Life Insurance in Estate Planning. Understand ILITs and tax implications, and ...

The online platforms for estate planning are substantially better now than ever before, but gaps still exist in their ability ...

Sawday recommends consulting a knowledgeable estate planning attorney who can recommend trust officers or professional fiduciaries for you to interview. Even if you opt for a professional to ...

A family’s bitter court battle over their £85 million estate raises complex trust, inheritance disputes and governance ...

OSJA helped educate the community to learn about available estate planning and take control of their future, protecting their wishes and their Family ...

Estate planning for women ... in hand with a sound financial plan that puts you on track to retire well. Afterwards, sit back and relax. “Make a plan, trust the plan, and stick to it ...

They're considering designating this task to an accountant or attorney firm but have no idea how to make that happen.

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.