Everyone has heard the terms "will" and "trust," but not everyone knows the differences between the two. Wills and trusts are important tools of estate planning. Each has strengths and limitations.

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

We created him.) “I went through it when my father died, and my family spent the next year talking to lawyers, trying to get ...

It’s never too early for adults to think about estate planning. Estate planning is an important part of money management. While it’s easy to think of estate planning as just a way to dictate how your ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...

Many years ago, my wife and I were sitting in the airport waiting to depart on our first kid-free vacation. Suddenly, I was overcome not by excitement or joy, but by dread and regret. I realized that ...

Dear Liz: I understand what happens with a living trust when both spouses die at once. But what happens when just one dies? Is the trust tossed out, since the surviving spouse is usually the trustee?

When you think of estate planning, you probably think of a Will or Trust. These documents are the backbone of every estate plan, ensuring the decedent’s wishes for their assets, no matter how many, ...

I was talking to some friends the other day about wills and trusts. They seemed to have a variety of opinions, so can you straighten things out for me? I don’t have a will or a trust, and my financial ...

To state the obvious, the coronavirus pandemic has changed many aspects of our lives. Part of that change is a heightened awareness of the fragility of life and the need to plan for the inevitability ...

When reforming a will or trust, the Surrogate’s Court “changes the language of the will [or trust instrument] itself by the addition or deletion of words in an attempt to conform [the instrument] to ...