Their binder looked perfect, but their trust no longer owned their home and their IRA named a son who had passed away. This is the story of the family who...

Your children may be responsible, successful, and great with money, but that does not protect an inheritance from everything that can happen around them. A properly designed trust can help...

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...