These two roles have subtle differences. Depending on how an estate is structured, there may be both an executor and a trustee, who may or may not be the same person.
The Tax Cuts and Jobs Act more than doubled the estate tax exemption. What does that mean for your wealth transfer plans?
Consider more than finances before signing on the dotted line.
A trust can be a great tool for passing assets to your descendants and can also help your grandchildren meet their goals.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
Emergencies (by definition) strike without warning; be prepared by having important documents in the right places.