If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get ...

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...