A living trust is an estate planning tool that can allow you to maintain control over your assets, specify how they should be distributed and even protect them from legal challenges or financial ...

A 401(k) plan may look like a simple paycheck deduction, but behind the scenes is a legal structure that plays a critical role in protecting your retirement savings. Known as a 401(k) trust, this ...

You’re leading a meeting. You’ve prepared. You’ve presented your strategy clearly. Heads are nodding. No one pushes back. You assume everyone’s on board. Two weeks later, your team misses the deadline ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...

Trusts are typically set up to manage and distribute assets where there is some good reason or another for not handing them over outright. Common motives for families doing this are to avoid ...

Byline: Matthew Kayser  Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many […] ...