When creating an estate plan, it may be necessary to name a trustee to handle your assets. For example, if you’re ...

When a trust is created, three distinct roles define how it functions: the grantor, the trustee and the beneficiary. The grantor sets up the trust and contributes the assets. The trustee manages those ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

A trust is a legal contract that allows someone, known as the trustee, to hold assets on behalf of another person, known as the beneficiary. These assets can be cash, investments, physical assets like ...