Legal technology company Trust & Will said Tuesday that it has raised $25 million in a Series C funding round led by Moderne ...

In the next 20 years, an astounding $84 trillion in assets is set to change hands as older Americans leave their wealth ...

Oftentimes, we focus attention solely on wills and trusts in estate planning, but there are additional documents needed for a proper estate plan. Attorney at Law, Patrick L. Smith, ...

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 ...

How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries ...

Your estate plan may be structured so that all or some of your retirement accounts are payable to your trust after you pass away. If so, then the changes to the retirement plan payout rules under ...

Halfpoint Images / Getty Images An Intentionally Defective Grantor Trust (IDGT) is an estate planning tool designed to help individuals manage the tax treatment of certain assets. The IDGT allows ...

Estate planning is often seen as something to be done later in life, but it plays a critical role in managing assets throughout one’s lifetime. A well-structured estate plan ensures financial ...

McClelland St. Attorney Julianna Malis from Santa Barbara Estate Planning and Elder Law will lead the workshop highlighting the differences between wills, trusts, and estate planning.

The essential components of an effective estate plan include a will, various types of trusts, and power of attorney designations. Each element serves a specific purpose in protecting your assets ...