If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom...

We’re living in a digital world, and that means more of us than ever are creating digital assets that need to be managed. From online accounts, websites, and domain names to cryptocurrency wallets, data backups, and social media profiles, the...

Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’s dramatic “reading of the Will” scenes (which rarely happens in real life) to characters plotting how best to defraud their billionaire uncle’s Will...

A trust is a valuable estate planning tool that offers flexibility and control over the distribution of your assets. One essential aspect of managing a trust is opening a bank account in its name. This article will explore the key...

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who the living relatives are, and their...

Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do not live in a state where their estate may be subject to a state death tax. Compared to...