My paternal grandfather passed away in October 2022. I was 18 at the time and wasn’t involved in much of the discussion ...

Private trusts aren’t just a “rich people’s tool.” They can be valuable for families who want to protect vulnerable dependents, avoid disputes, or ensure smooth handover of assets. When you hear ...

Find your polling location by county, as well as what you'll need to bring to the polls so that you can vote in the Nov. 4 ...

Creating a bulletproof estate plan document is one of the smartest financial moves you can make. Without a clear and comprehensive estate plan, your assets could end up in the wrong hands, your loved ...

Find new ideas and classic advice on strategy, innovation and leadership, for global leaders from the world's best business and management experts.

She sold two homes as a court appointed fiduciary for Connecticut residents to her business associate without disclosing the ...

Anyone with a living trust also should have a will to control assets and issues outside the scope of the living trust. The ...

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Maxwell Drever is aware of the history, the blight, the stubborn decline. And the retired founding partner of California-based Drever Capital Management seems energized at the opportunity to reverse ...

For various reasons they resided in different long-term care facilities. He gave his fourth wife power of attorney and access to his bank account to pay bills. She's been moving money from his account ...

If you want an extra layer of security and peace of mind, you can create a revocable living trust. A trust would have helped ...