It’s certainly not something that new parents enjoy thinking about. But having a will is one of the most important things you can do to protect your family, and it’s especially crucial to have one ...

The Financial Consumer Agency of Canada is responsible for protecting the rights and interests of consumers of financial products and services. It supervises federally regulated financial entities, ...

Documentation of estate planning materials is crucial to ensure the validity of a will, especially regarding superannuation assets, a top legal specialist has warned. Matthew Burgess, director of View ...

Fortunately, this penalty doesn’t apply under certain circumstances, such as when the beneficiary receives some form of tax-free educational assistance. A 529 plan is a tax-advantaged account ...

Having a sound estate plan is not something reserved for only the “ultra-wealthy.” While it’s true the 2025 estate tax exemption is nearly $14 million per person, the exemption amount is subject to ...

NEW CARLISLE, Ind. -- Hamilton Grove, a faith-based, nonprofit retirement community, is inviting the public to a free event series focused on retirement planning. Starting on May 27, the weekly ...

“Quite frankly, a lot of people could do simple estate planning just by naming the appropriate beneficiaries on their assets.” She adds the example of a husband in his 50s who died of a heart ...

A key goal of estate planning is to reduce the amount of estate duty payable when you pass away so that more of your financial legacy can be preserved for your loved ones. Fortunately, there are ...

The Detroit Public Library is hosting free estate planning workshops throughout the spring and summer for Detroiters who need help ensuring their homes get passed down to the next generation.

Some would‬ try to handle this estate planning part themselves, maybe with a simple will kit,‬ hoping it's enough. But recently, easy-to-use digital platforms have come along,‬ and they’re ...