A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...

Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Ebony Howard is a certified public accountant and a QuickBooks ...

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

At the intersection of incorporation-by-reference doctrine in the testamentary context and trust jurisprudence are several traps for unwary estate planners and trial lawyers. The doctrine sets forth ...

Despite what you may think, you may never need a will. Your last will and testament only transfers assets through probate that have no automatic beneficiary the moment you die. Instead, many people ...