When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

Algonac City Council members voted on Feb. 20 to approve the Milford Jackson Testamentary Trust account summary and discussed where the funds from the trust should go. During the public comment ...

Many advanced estate planners emphasize to their clients the benefits and features of lifetime planning. The estate-planning community has become accustomed to using common and catchy labels for such ...

Talking with clients about the legacy they wish to leave behind is an essential part of my job as a financial advisor. How do they want to share their wealth with loved ones and charities that matter ...

Traveling increases the importance of having an estate plan in place. Without a will, Louisiana’s default laws may not align with your wishes. Parents of young children should designate a guardian in ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

When you buy a piece of furniture at the store or online, it doesn’t always come put together. Thus, you might have that sometimes dreaded job of figuring out the sequence to assemble the furniture in ...

Many trust fiduciaries incur investment adviser fees while administering the trust. To reduce taxable income, the trustee wants to deduct these costs against trust income—but the courts are split on ...