A family trust can be a powerful tool—but it’s not right for everyone.

Boston Trust Walden Company has received conditional approval from the Office of the Comptroller of the Currency (OCC) to convert from a Massachusetts-chartered bank to a national trust bank.

A: Some lawyers recommend that you use your Social Security number for a revocable trust, while other lawyers suggest that ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.

A custodial account is a savings or investment account an adult opens and administrates on behalf of a minor. The best custodial accounts offer features that matter most to both child and adult ...

A living trust is a smart way to pass wealth down to a younger generation, but this method can make access to certain accounts difficult.

Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

It's never too early to start investing for your kids and teaching them the concept of setting aside money for a goal. The more time you have in the market, the more your money can grow. Below, CNBC ...

Dear Eric: My husband “Bob” and I celebrated our 30th anniversary this past spring. He has many wonderful qualities, but he’s also a “lone wolf” who very rarely asks for my input or help. A few months ...