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

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

Making decisions about your estate planning requires understanding the difference between trusts and wills. Both are ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Will A document that ensures that assets are passed to designated beneficiaries, in accordance with your wishes. In the ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

Estate planning and tax laws are frequently updated, so an annual review helps your plan take advantage of legal strategies ...

When it comes to real estate transactions, particularly during the closing process, navigating the complexities of probate and estate planning is crucial. Estate planning and probate can have ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...

Why is the end of the year a good time to consider trust and estate planning for business owners? Do you own real property or have other investments outside your business interests? Have you given any ...

Advisors who bring digital assets into estate planning show foresight and care that goes beyond portfolio performance.