Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways. Estates make a one-time transfer of your assets ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

As trusts have become more prevalent in the past few decades, trust litigation has increased. Some settlors are trying to keep their trusts out of the courts by inserting an arbitration clause in the ...

SYRACUSE, NY – Central New York business owners seeking to protect company continuity and avoid probate delays can use revocable trusts as part of comprehensive succession planning. Syracuse revocable ...