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

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 ...

Whether through a charitable trust you help to run, a DAF, or strategic gifts via your will, estate planning can enable you ...

Wealth advisors say handing down real estate is increasingly filled with both financial and emotional pitfalls for families.

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

The nation's oldest, and the city's largest, nonprofit organization dedicated to building affordable housing is proposing a ...

When he died at age 71, Hogan (real name Terry Bollea) was living with his third wife, Sky Daily, at his $11.5-million ...

The median cost of a traditional funeral with burial and viewing is about $8,300, according to a 2023 report from the ...