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Serving as a Trustee?

Learn what powers you have, so you can ensure that things run smoothly. More

Who Can Inherit Assets From an Estate?

The ins and outs of who can inherit—even if there’s no will. More

Irrevocable vs. Revocable Trusts

What are they and which one is right for you? More

Loans to Steer Clear Of—At All Costs

If you’re in need of some cash, loans will just compound your problems. Here are the worst. More

Protect Your Trust With These Tips

Here’s how to safeguard your trust’s prized assets—and where to look for help. More

Marital Trusts: How They Work

Learn how to use a trust to help protect your spouse in the event of your death. More

Taking Care of Your Elderly Parents’ Finances

Use these five tips to help your aging parents manage their money. More

The Probate Process: What You Need to Know

Understanding probate is key to ensuring that your wishes are followed after your death. More

How to Settle an Estate With or Without a Will

Estates with a will are treated differently from those without. Find out what happens in both situations. More

Dos & Don’ts of Estate Planning

Find out what factors, from taxes to insurance, you need to consider when estate planning. More