To make hitting IRA contributions more doable and palatable from a budgetary standpoint, put them on autopilot, instructing ...

Crypto adds an additional layer of complexity to the estate planning process, because it can be stored in a number of ways.

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

Buying undervalued companies in the hope that they'll eventually soar requires nerves of steel and infinite patience.

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, ...

I want to have a plan in place to make sure my daughter is taken care of if I die, so I'm making setting up a trust a ...