Jeff Bezos plans to donate most of his massive fortune. Learn how a legacy-building effort can include estate planning strategies like trusts and charitable giving.

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

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

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