When planning for the transfer of assets after death, two terms come up often: probate and trust. Probate is the court-supervised process of validating a will, paying debts and distributing assets to ...

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 ...

Q. Hi Dan. In your answer to Hank in your column about how to make charitable donations from an IRA, you said donating that was “… better than paying yourself the RMD and then cutting personal checks ...