Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

The fight for control of the family’s trust and fortune illustrates how not to do intergenerational wealth transfer.

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to ...

My mother’s trust, formed with my father, names her as the sole trustee after his 2012 passing. My brother and I are ...

Selling an inherited house may face challenges from the probate process, uncertainty about how much to list the home for or ...

What happens financially after someone dies is that their debts become part of their estate. Creditors can make claims ...

Many retirees face financial challenges due to inadequate savings, medical emergencies, or inflexible investments. Common ...

For many in the North Penn community, owning a piece of paradise in Florida is a cherished dream. Whether it’s a vacation home, a retirement condo, or a rental property, the Sunshine State holds a ...

Seniors will receive free legal and financial guidance at Thursday’s Senior Financial Health and Wellness Conference in St. Thomas, hosted by Legal Services of the Virgin Islands and partners.

Cortes Law Firm, located in Oklahoma City, has announced a fresh initiative to help families handle the probate process more smoothly. Known for its expertise in probate, estate planning, and trust ...