Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, ...

A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people ...

Tony Bennett’s daughters are accusing their brother of mismanaging the late singer’s finances for several years ...

Tony Bennett's daughters Antonia and Johanna are accusing their brother Danny of 'mismanaging' their late father's trust - less than two years after his death at 96.

Tony Bennett’s daughters, Antonia and Johanna Bennett, are accusing their brother Danny of mismanaging their late father’s ...

As the tax year-end approaches, many investors are topping up their retirement annuities (RAs) to maximise tax deductions.

In this situation, a divorced senior living in a $1.3-million home wants to leave all of their money for their daughter, ...

In In re Est., the court of appeals dealt with whether a contingent beneficiary can file claims against a trustee. No.

Cherokee Nation officials announced Wednesday that the tribe has reached an $80 million settlement with the federal ...

Whether, and the extent to which, a plan fiduciary can consider nonpecuniary environmental, social and governance (“ESG”) ...

Definition: In a life insurance policy or an annuity plan, contingent beneficiary gets proceeds from the policy in the event of a demise of the primary beneficiary at the same time as that of the ...

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