They had a beautiful plan. A trust, matching wills, everything drawn up by a good attorney and signed with confidence. She never worried about money for a second. Then he...

Wearing multiple hats in an estate plan, like being both a trustee and beneficiary, can create conflicts of interest. Careful drafting can help manage these delicate situations....

After a month of stories about plans that failed, I want to end with one that didn't. And the only reason it didn't is that someone finally looked....

Their estate plan worked exactly as intended. The trust avoided probate, and everything passed smoothly to their only daughter. But three years later, after a divorce, a large portion of...