How living trusts and testamentary trusts work and how they are different.

Vanguard Market perspectives offers global economic and security returns forecasts.

Investment-grade fixed income has rediscovered its old strengths.

See if you’re eligible for this Secure 2.0 provision.

The approach wasn’t a cure-all during last year’s brutal market environment, but it helped buffer some losses.

Wondering how the SECURE Act will impact your retirement savings and distributions? Learn how using a See-through Trust may be just the solution you’re looking for.

It may depend on your inflation expectations.

Trends suggest today’s younger workers would be hurt the most by another increase.

Probating an original will is easy in Texas. Probating a copy is harder, and for good reason.

If you’re looking for a solution that allows you to exercise equity over equality, consider setting up a Pot Trust.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Where we go from here is all about earnings and the Fed.

The estate account vs. trust account debate exists for a reason: both financial vehicles have a lot in common. As a result, it may be confusing to know which one suits your needs the best.

With all the recent headlines about bank failures, we asked Sara Devereux, global head of Vanguard Fixed Income Group, for her perspective on what happened with the banks, how our bond portfolios fared in the market tumult that followed, and how well positioned those portfolios are for future volatility.

Receiving an inheritance? Here are 3 types of taxes that may affect your inheritance.

Rules work differently for each class of beneficiary.

Review unique estate planning issues that impact the LGBTQIA+ community.

The closure is unlikely to trigger a crisis, but may have other impacts.

No size, it seems, is now too small to fail.

What to know about cash, banks, and insurance.