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A living trust is a powerful estate planning tool, but it only works if you take a few critical steps after signing. Unfortunately, too many Idaho families skip these steps — and their loved ones end ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. What estate documents do you really need to have? Here’s a list and ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...