When it comes to estate planning, two of the most common tools are living trusts and wills. Both help ensure your assets reach the right people after you’re gone, but they work differently and serve ...

Learn the difference between a living trust vs. living will, including why you need both, what they're used for, and how to set up each one correctly.

When people hear the words “living trust,” they often picture someone with sprawling estates, luxury cars and a multimillion-dollar portfolio. I totally get it. As a financial professional, I’ve lost ...

Estate planning provides for the smooth handling of your assets after death. However, only around 32% of American adults have a will, indicating that most people haven’t taken the appropriate steps to ...