Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Like other sound financial management ...

A trust is an important document in a comprehensive estate plan and allows someone to hold assets for the benefit of someone else. There are many kinds of trusts serving different planning functions.

Estate planning isn’t exactly the sort of thing most people like to think about over their morning coffee. Pondering your mortality — not to mention what will happen to your assets and property, let ...

Alexandra Phillips Consulting is an intuitive business coaching and consulting co. that delivers result for high performing execs and teams. We often say that trust is the backbone of any thriving ...

Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning. Probate is the method of estate administration upon the death of an ...

Wendy Osefo is one of the stars of "The Real Housewives of Potomac." She and her husband have three kids and want them to be financially set up for success. They set up a trust for their kids but ...

More than 50% of Americans will be diagnosed with a mental illness or disorder during their lifetime, according to the Centers for Disease Control and Prevention. Chances are, some of these ...

Members of the Case Western Reserve University community are invited to hear from Minda Harts, CEO of The Memo LLC, during a talk titled “Creating a Collaborative Culture through Trust” Wednesday, ...