An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Get started to see how well you understand the benefits of planning for the future and ensuring your final wishes are carried ...

The full scale of the federal fraud schemes targeting Minnesota-run programs remains unknown, but prosecutors now say losses ...

How do you create the right technological and organizational foundations for successful AI implementation? At OutSystems ONE in Miami, two enterprise IT leaders laid out the unglamorous but essential ...

Opinion: A New York court made clear in a divorce ruling that, when assets are held in tax-efficient trusts, equitable tax ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

Learn how a trust deed secures property loans, the roles of involved parties, and the differences from a mortgage. Find out ...

When you buy a home, the way the title is held affects how the property is managed, transferred and inherited. Some homeowners place a home in a trust to add privacy or simplify what happens after ...

A family trust can help ensure that your assets stay in the family. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...