When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

Following our series on how to serve and protect yourself as a trustee for your family, it only makes sense to talk about the other side of the equation ─ being a beneficiary. Unlike trustees, who ...

What does it really mean to inherit in trust? Beneficiaries can inherit in one of two ways. The first way, and most common, is to inherit assets outright, where the assets are distributed free and ...

A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type ...

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 ...

The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear among beneficiaries or their families is that the trustee may not do ...

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 ...

Advice offered by Marc Hebert, president of The Harbor Group Inc., a certified financial planner. If you have any questions about finance or if you'd like to suggest a future topic, email ...

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 ...

[UPDATE 4/30/2015 -- Bankruptcy Court's decision reversed by the U.S. District Court, see http://goo.gl/5iahmc -- See my Update Article at http://onforb.es/1Fzw7ej ...