The bottom line is that a properly drafted SRT is often your best option for protecting your retirement accounts after you die.

A special trust called a standalone retirement trust ("SRT") can protect inherited retirement accounts from your beneficiaries’ creditors.

When it comes to your estate planning, how should you handle your timeshare?

A detailed inventory of your accounts and property is crucial for helping your loved ones manage your legal & financial affairs effectively.

Only fifty percent of African Americans have even basic estate planning documents, such as a will, in place. Legendary African American...

Polling shows the number one worry for Americans as they age is memory loss, outpacing fears of insufficient funds, and loneliness. The...

Most parents choose to treat their children equally when it comes to inheriting property or money. But sometimes, parents intentionally...

To help you get comfortable with estate planning, below are some important terms you should know as you think about your own estate plan.

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes

The ideal form of ownership varies depending on the type of real estate you own. Therefore, it is important to have the right advisors.