You always want to ensure your trust is aligned with your current situation and wishes. A simple amendment might do the trick ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

Say you start at age 25, and put aside $3,000 a year in a tax-deferred retirement account for 10 years - and then you stop saving - completely. By the time you reach 65, your $30,000 investment ...