A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed ...

When probate drags on, it prevents your heirs from getting their inheritance sooner. And it can also be a costly process, to ...

Living trusts can be either "revocable" or "irrevocable." Revocable trusts allow you to retain control of all the assets in the trust, and you are free to revoke or change the terms of the trust ...

A living trust is another way to pass assets ... and who they would like to be their doctor. “There are form documents online for free that are actually good,” says Doug Sherry, president ...

It is a form of living trust that cannot be dissolved or revoked ... and those proceeds are tax-free," says Nick Hatfield, vice president and wealth advisor at EP Wealth Advisors.

Nolo’s Quicken WillMaker & Trust is our top pick because ... where there are no storage limits. This free option offers one of the widest varieties of forms without paying for extras.

The usual living trust you form for estate planning doesn’t help, since the grantor must include the income on his return. They seek to wall off assets from California’s 13.3% tax rate via a ...

Dear Liz: Is naming a beneficiary for a nonretirement, “payable on death” account as effective as putting the account in a living trust ... the “Contact” form at asklizweston.com.

You can use a will to create a testamentary trust ... will using forms you find online or computer software that guides you through the process. This can be inexpensive or even free although ...

October is Cybersecurity Awareness Month, which means it’s the perfect time to learn how to protect yourself from scams.

the proceeds of the policy will not form part of your estate and will reach your chosen beneficiaries sooner. The benefits of writing a life insurance policy in trust If a policy is written in trust ...

Thank you, Goleta and Sansum Clinic.” After nine surgeries on her knee, and after treatment at the Santa Barbara Regenerative ...