Estate planning is supposed to bring peace of mind. You want to know that your will, trust, and other important documents are safe and easy to find. But what if the app you trust to organize your ...

Drafting Wills and Trust Agreements (DWTA) version 9.0 (manufactured by Michael L.M. Jordan at Thomson Reuters) is a software program designed for the assembly of wills, revocable trusts and other ...

Trust doesn’t happen automatically in many organizations. It must be cultivated with intention and consistency, and often, small steps are required to build it. One of the most impactful tools I’ve ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of money. However, trust funds aren't meant only for the rich. You can ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...