Trusts are legal entities used to manage assets on behalf of beneficiaries. A grantor creates and transfers assets to a trust, which legally holds them until they’re ready to be distributed. The grant ...

Your bank account can leave a lasting legacy after you die. Here’s what happens for beneficiaries, joint account holders and no planning, with steps to avoid complications.

Estate planning determines who inherits an IRA, 401(k), and other retirement accounts. Learn how to ensure that your beneficiaries get the most out of your assets.