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?

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

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.

It is important to protect our family. With all of the unknowns of our current situation, having an up-to-date estate plan can help.

If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road.

Consider using discretionary trusts for the benefit of each of your beneficiaries.

A personal property memorandum is designed to cover who should receive items owned that do not have an official title record.