We know that a last will and testament is part of the probate process, while a trust is a set of rules that, depending on how written, can be used to avoid probate. Sometimes when doing estate ...

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

Education funding, the subject of Registered Rep.'s cover story this month, is only one reason to put aside funds for a child. Funds put into a minor's account of the proper type can be used not just ...

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...