When a bank account owner dies, the process is fairly straightforward if the account has a joint owner or beneficiary.

Putting all your money in one asset class is risky. Popular investment options include fixed deposits (FDs) and real estate.

Attend or sponsor our commercial real estate event in San Francisco: Northern California Adaptive Reuse, Repositioning & ...

Indian family offices are shifting from wealth accumulation to stewardship—balancing risk, legacy, and purpose. Swati Saxena ...

At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the ...

Seniors in the Virgin Islands will be offered free legal advice and financial education this Thursday at the third annual ...

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, ...

The decision against Maine Family Planning came despite a ruling last month by another federal judge, who said Planned ...

For many people, charitable giving is not just about leaving a gift in a will, but about making an impact during their lifetime and having a hand in shaping how that gift is used. Even where most of a ...

One of Joel Ferguson's five children is asking a judge to toss the last four amendments to his trust on grounds he was ...

Prince William is standing firm on his decision to live in his new home, even when he is King. The heir is reportedly going ...

The jackpot for Monday's Powerball drawing has climbed to $750 million. However, the windfall would significantly shrink ...