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

If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't ...

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 ...