When it comes to estate planning, two of the most common tools are living trusts and wills. Both help ensure your assets reach the right people after you’re gone, but they work differently and serve ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The recent deaths of actor Gene Hackman and his wife Betsy Arakawa ...

Learn the difference between a living trust vs. living will, including why you need both, what they're used for, and how to set up each one correctly.

According to a survey by Caring.com, only 33% of Americans have either a will or a trust. Neglecting to create these estate planning documents could make life difficult for your loved ones after ...

When people hear the words “living trust,” they often picture someone with sprawling estates, luxury cars and a multimillion-dollar portfolio. I totally get it. As a financial professional, I’ve lost ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

A living trust allows you to partially avoid the probate process, which helps your beneficiaries. But certain assets should ...

Trust & Will is an online estate-planning platform that guides users through the will-making process through simple question-and-answer prompts. It provides state-specific instructions for wills and ...