Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

Dear Quentin, My mother’s trust, formed with my father, names her as the sole trustee after his 2012 passing. My brother and ...

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

The fight for control of the family’s trust and fortune illustrates how not to do intergenerational wealth transfer.

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to ...