Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Trust banking might sound like a boring topic, but it’s actually pretty important. It’s all about managing your money and assets in a way that helps protect them for the future. But here’s the thing: ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

As the sole trustee of a trust account, a Sarasota County lawyer violated that trust by paying himself more than $1.06 million too much in trustee fees, the Florida Bar alleged. The case referee and ...