A family trust can be a powerful tool—but it’s not right for everyone.

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 ...

Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse ...

This section surveys notable 2025 developments in trusts and estates across key jurisdictions, highlighting enacted legislation, pending proposals ...

Encourage voluntary management. The beneficiary may agree to have funds invested and drawn down over time under a separate ...

A MoneySense reader wants to pre-fund the ongoing expenses for her house to make it easier for her kids to keep it when she ...

When clients relocate to Florida, their existing estate plans may become invalid, leading to costly litigation and family ...