Dear Quentin, I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

Most working Americans use an Investment Retirement Account (IRA) as their main vehicle for retirement planning. If your client also chooses an IRA to leave assets to their family, naming a trust as ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

You have just received a phone call that a loved one has passed away and you are named as a beneficiary of that loved one’s trust. Cases in Ohio have produced various rights of trust beneficiaries ...

Trusts are excellent tools for transferring ownership of assets and providing financial benefits for loved ones. For people who have some wealth that they want to use for the benefit of a descendant, ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Trusts are an integral part of estate planning. But they are not always suitable beneficiaries for IRAs. senior couple showing thumb up sign while holding envelope with 'roth ira' lettering and dollar ...

Q. I am the trustee of a special needs trust where the beneficiary recently passed away. Per the trust, the remaining assets will pass to two family members. What are the tax consequences to the ...