These documents will make sure your wishes regarding your estate are legal and clear and will help minimize confusion in the ...

Estate planning is one of the most high-impact benefits a company can offer because it signals something profound: You care ...

We checked each account and set up a primary beneficiary and also contingent beneficiaries. We are also in the process of doing a transfer on death instrument (TOD) on our house, naming our three ...

The software package is marked down to $119, or $21 below its usual $140 list price. That 15% discount may look modest at ...

For UHNW families seeking integrated oversight, holistic planning is the key to ensuring that their legacy is not left to ...

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, ...

Dear Savvy Senior, What kinds of legal documents do I need to help my family take care of me in my elder years? I would like to get my affairs in order but could use some help. Approaching 80 Dear ...

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 ...