I'm interested in setting up a revocable life insurance trust. I'd like to know if any money given to grandchildren as a loan by the trust is taxable, since it's not a gift. For instance, if they need ...

Creating a trust fund for your grandchildren can be an effective strategy, not just for the wealthy, but for anyone interested in financial planning. It can provide a level of financial security and a ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...

Once you know what kind of trust you'd like, follow these steps to open a trust account. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

Harry S. Margolis is a MarketWatch contributor. He practices elder law, estate and special needs planning, is a fellow of Freewill.com and the founder of ElderLawAnswers.com. He is author of The Baby ...