Today I want to talk about relationships. Not marriage. Although marriage is a fine institution because it teaches us about loyalty, patience, understanding, perseverance, and a lot of other things we ...

I recently helped an executor administer an estate that poured over to an unfunded revocable trust. Although the decedent failed to use the trust to avoid probate, the trust made probate easy. The ...

The federal government’s recent announcement that it is interested in reviewing the tax treatment of testamentary trusts could have significant consequences for estate planning, tax experts say, and ...

Q: I created a trust for my grandchildren in my will. When I tried to change the beneficiary of my life insurance policy to the trust, the life insurance company insisted that I provide a copy of the ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

Despite what you may think, you may never need a will. Your last will and testament only transfers assets through probate that have no automatic beneficiary the moment you die. Instead, many people ...

Not all cases are created equally. During his presentation at the Heckerling Institute on Estate Planning on Tuesday, S. Andrew Pharies, partner at DLA Piper in San Diego, advised attendees to ...

JOHANNESBURG - Often the testator or testatrix directs in his or her will that his or her assets be transferred into a trust to be formed upon his or her death. A testamentary trust is then formed ...