Planning for the future and managing your assets doesn't have to be complicated. Trust decanting is a strategy that is gaining traction as a savvy way to keep estate plans in line with changing laws, personal circumstances, or financial goals, all without the hassle of court proceedings.

A guide to disclaiming an inheritance, examining the reasons why a beneficiary might choose to disclaim an inheritance and the benefits and consequences of the choice

Navigating the world of trusts can be a complex journey, filled with legal nuances and financial implications that are often overlooked. Whether you’re already familiar with trusts and just looking for a refresher or are learning about trusts for the first time, here are 11 important insights that every trust beneficiary should know.

Codicils provide a means of making minor changes to a last will without having to create an entirely new document. Let's explore the benefits, legal requirements and other FAQ's about codicils used in estate planning.

While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.

Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.