“The bank generally does not have an obligation to notify a beneficiary of their designation as such on a bank account unless ...

Q: Our mother passed away recently. The only thing that didn’t have a beneficiary named on it was the car. How do we sell the ...

Holding a family meeting to share your intentions is a critical step too often skipped. Here are some tips from Bank of ...

Learn how you can balance family, finances, and freedom in your golden years with these 10 tips, from establishing diverse ...

The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.

It's no secret that more and more CPAs are offering financial services to their clients.

The best sites to create a will include FreeWill, Trust & Will, Quicken WillMaker & Trust and Rocket Lawyer, according to our ...

My mother is selling her house - two properties (bungalow and oak barn) classed as one property - near Winchester, Hampshire.

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

Hello and welcome to our live coverage of Eluned Morgan’s twenty-fourth session of First Minister's Questions. The meeting is ...

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Fundraisers have a lot to consider as they seek estate gifts — including whom to target and how to work with advisers. Here ...