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

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

For many individuals new to estate planning, particularly younger couples, there is something almost taboo when you start to discuss a revocable trust: does that mean our children will be trust fund ...

It is a basic principle of the income tax that the gain or loss realized by a taxpayer from the conversion of property into cash, or from the exchange of property for other property that differs ...

Beneficiaries of trusts sometimes don’t realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts that gives them the ability to ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

A laundry list of reasons to avoid naming a trust as an IRA beneficiary exist. The existence of trust beneficiaries tends to increase the complexities that already exist when the IRA funds pass to its ...

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 ...

There may come a time when you need cash while your inheritance sits in a trust, whether you’re facing a medical emergency, ...

Self-dealing is the most recognizable type of conflict because a trustee directly profits from decisions they are supposed to ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...