The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

While it usually takes an experienced estate-planning attorney to prepare a trust document to meet a specific purpose, it is helpful for anyone considering using a trust to have an idea of some of the ...

When it comes to estate planning, advisors and investors have a valuable tool in the revocable trust (or living trust) and irrevocable trust. Both types of trusts offer their share of benefits and ...

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 ...

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

Recently I spoke to a group of very nice people at a church. Fortunately for me, and for the people I spoke to, most of my discussion was answering their estate planning questions. Although I was ...