A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Ms. Kaufman offers the example of a parent with two children who names one as beneficiary of the RRSP and the other as ...

Blended families are very common. When you're creating an estate plan in Idaho that involves stepchildren, former spouses, ...

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

Some 20 years after Sarasota was named "the meanest city in America" for criminalizing homelessness, the city has changed for ...

As we move into 2025, the beginning of another new year provides an ideal opportunity to take an in-depth look at your ...

"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...

SkyWater’s expanding Advanced Technology Services segment and strategic hires signal potential for long-term growth. See why ...