You may have heard the terms of trustee and executor when a loved one passes away or when you are dealing with an estate plan. Both words can sound overly formal, maybe even intimidating, and they are ...

McKenzie Paulsen, Garrett Reuter Jr. Each role is essential, but it is the trustee who carries the greatest responsibility. In fact, choosing the right trustee may be one of the most important ...

So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get yourself into? Too many consumers readily accept fiduciary appointments ...

Could your debt be reduced or forgiven? Take our financial relief quiz. A Chapter 13 bankruptcy can be a life preserver when you’re drowning in a sea of debt, but what happens when there’s a financial ...

The first generation of the family (Gen 1) founded a successful real estate company, and they had a son and a daughter (Gen 2) who inherited the business when their parents passed away. The daughter ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...