‘Do we have to buy a house for equal value or can we buy a less expensive house?’ ...

Dear Liz: What is the difference between a revocable trust and an irrevocable trust? Which one is better? I am a widow with two sons who will inherit my estate. My net worth is $1.4 million, including ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

When a listener named Kim wrote to Suze Orman's "Women & Money" podcast, she shared a common concern: Her family was overwhelmed by estate planning. Kim explained that her parents were considering ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

My sister lives in Minnesota and needs to spend down assets to qualify for Medicaid. She would like to prepay for her funeral but our church doesn't take prepayment. Where does she go for an ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

For clients waiting to see if Congress will extend or cut the lifetime gift and estate tax exclusion next year, setting up an irrevocable trust now can be a base-covering estate planning option. Katie ...

More people are buying homes these days with friends, siblings, and significant others who are not their spouses. But if one of you dies, what happens? How can you keep your property safe in the event ...