Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would be aggressive but acceptable given the beneficiary's age. Their parents ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

Find out the estate-planning advantages of joint life insurance.

Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around ...

See the tax advantages and downsides.

National growth fueled by trust, probate, and guardianship real estate, senior transition services, and a people-first, ...

Generally, homeowners aren’t “stuck” with their current property just because it’s held in an irrevocable trust. The trust — ...

As we shake the dust of 2025 off our boots, we have to ask ourselves: What did we learn from that confusing clusterfuck of a year? What lessons can be derived from those chaotic twelve months, so that ...

I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a payable on death (POD) designation on all of these accounts. I have named my daughter as the ...

“Now the birth of Jesus the Messiah took place in this way. When his mother Mary had been engaged to Joseph, but before they lived together, she was found to be with child from the Holy Spirit. Her ...

LifeSearch, the UK protection advice specialist, just plugged a fully digital trust tool into its self-serve life insurance flow, letting customers buy a policy online and place it in trust in one ...