Estate planning is a critical part of securing the future for any family, and for LGBTQ+ individuals, it is particularly important given the ...

Wachovia Bank mismanaged a trust fund set up for children in the Seminole Tribe of Florida for nearly a decade, costing the ...

You've probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

Converting to a corporate trustee shouldn’t disrupt death benefit nominations so long as the paperwork has been done ...

Option 1: Client A can loan the R5 million to the trust, creating a loan account on which interest will need to be charged ...

From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...

Probate can be lengthy and costly, Julie Jason says, noting that research is needed to hire an attorney for estate planning.

When former Kellogg’s CFO Charles Elliott passed away in 2022, he left behind a carefully planned estate – with one flaw.

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no ...

A panel of appellate judges last week reversed a lower court’s ruling that found a Warren County woman had taken assets in ...

Question: You have written that when we die, a copy of our trust will be given to all the beneficiaries we have named in our trust which is required by law. In a recent column, a reader asked what ...

Client is beneficiary of will trust from late husband. She gets all income for life and stepson will get the capital when she dies. She has dividends, ...