Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Let’s start with a quick refresher to set the stage for an important ...

Drafting Wills and Trust Agreements (DWTA) version 9.0 (manufactured by Michael L.M. Jordan at Thomson Reuters) is a software program designed for the assembly of wills, revocable trusts and other ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

Setting up a trust fund might sound complicated, but it’s really not as hard as you think. Many people assume that trust creation is only for the rich or that it involves a ton of legal jargon. In ...