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 ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

You can establish a testamentary trust in your will, usually to provide for minor children. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...

A testamentary trust, sometimes referred to as a mortis causa or will trust, is one of the most effective and widely used estate planning tools in South Africa. Created through a stipulation in the ...

The U.S. Court of Appeals for the Third Circuit recently held that the testamentary exception to the attorney-client privilege does “not grant the deceased client the power to waive a privilege held ...