They’re viewed as a tax-avoidance tactic for the wealthy, but they’re not just for trust fund kids. Would a trust suit you?

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

A MoneySense reader wants to pre-fund the ongoing expenses for her house to make it easier for her kids to keep it when she dies.

When you die, if you haven't listed a joint owner or beneficiary for your savings account, your bank will typically freeze your account and verify whether a will exists before distributing the funds.

Even among the wealthy, estate planning isn’t flawless. U.S. Trust reports that while 91% of high-net-worth people have a ...

Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things ...

Smart strategies to reduce taxes, minimize probate fees, and protect more of what you’ve worked hard to build.

This notice will run for two (2) weeks in The Knoxville Focus newspaper, run dates November 17 and November 24, 2025, and will be posted online at www.knoxfocus.com, www.tnpublicnotice.com and ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone ...

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than ...

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...