Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
Home Retirement Estate Planning Trusts 101: Why Have a Trust? Trusts aren't just for very wealthy or complicated estates. They could be helpful for many "average" folks, too. Here are the basics of ...
Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...