When settling a lawsuit on behalf of a person with a disability, the plaintiff's attorney must take into account not only the settlement amount, but also how the settlement will be distributed.

A living trust is an estate planning tool that can allow you to maintain control over your assets, specify how they should be distributed and even protect them from legal challenges or financial ...

I inherited a $30K trust. My adviser says I’ll pay $10K in taxes if I cash out. How is that possible?

There are many reasons people place money in trust for their heirs. Trusts provide professional management of assets for beneficiaries who either do not want to spend their time on such matters or ...

Q. Hi Dan. In your answer to Hank in your column about how to make charitable donations from an IRA, you said donating that was “… better than paying yourself the RMD and then cutting personal checks ...