My sister just died and left me as the trustee for my 12-year-old nephew’s $100,000 inheritance. It’s a lot of responsibility — what do I do first?

I am the trustee of my deceased aunt's trust. Her trust assets will be distributed to 15 beneficiaries. She did not own real estate. She had CDs, bonds, a ROTH IRA, a traditional IRA and a brokerage ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Dear Mr. Premack: My husband and I set up a living Trust a few years ago. We both signed a deed to put title to our house into the Trust. My husband died earlier this year, and I’ve been told by the ...