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 ...

One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death. Directing assets through a testamentary ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Trusts are described in multiple ways, including: living or testamentary, revocable or irrevocable and grantor or non-grantor. These terms are not always mutually exclusive. A trust can be living, ...

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 ...

The new riverfront offices of the $4.6 billion Alfred I. duPont Testamentary Trust are more opulent than almost anything under construction in Jacksonville.But one of the things the people in charge ...

There are two flavors of pet trust, the Uniform Trust Code §408 pet-trust and equity’s non-statutory pet-trust. Under the former, the pet is a trust beneficiary; under the latter, the pet is merely a ...

Plaintiff Laurie F. Hepburn became the successor trustee of a revocable trust established by Patricia F. Hepburn, Hallie Farrell Hepburn's mother, when Patricia died. Plaintiff became the executrix of ...

Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope ...

One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death. Directing assets through a testamentary ...