You might think you’re covering all bases by creating a will, but you may want to branch out to other options.

Trust accounts, conversely, establish discretionary fiduciary relationships, mandating trustees to exercise long-term asset management responsibilities for designated beneficiaries. The selection ...

A trust is a fiduciary relationship that allows a trustee, who is a third party, to manage assets on behalf of the beneficiaries of the trust. A person's will may include instructions to establish ...

Discover why it's crucial to keep your life insurance beneficiary nominations updated this New Year and how it can save your ...

Let’s discuss the significance of beneficiaries and explore the various options available, with a particular focus on bank products. Bank products, such as savings accounts, certificates of deposit ...

Thousands of pages of court documents and an exclusive interview reveal details of the Murdoch family trust court case.

Karnataka Energy Minister K J George’s remark that funds from the guarantee schemes are “not like a monthly salary,” in response to complaints about delays in payments to beneficiaries has drawn sharp ...

Many of our clients choose to set up revocable living trusts as part of their estate plan, often with the primary goal of ...

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

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...