Question: My mom passed away. I’m the trustee of her revocable trust. Should the legal name of the trust and its investment accounts now be “revocable” or [...]

Question: What is the difference between a revocable and an irrevocable trust? Response: Sometimes legal language is straightforward, even if usually it’s not. A revocable trust may be [...]

The secret to making revocable trusts work best is to fund them. That step is necessary to avoid probate and to make it easier for your trusted fiduciary to step in easily if you ever become [...]