Estate planning is one of the most crucial yet often overlooked aspects of personal financial planning Whether you are looking to create a will establish a trust or designate powers of attorney ensuri ...

Pet-focused succession planning is in its infancy here, but Ratan Tata’s will has created wider awareness and more interest ...

I'm concerned that my son will fritter away the small amount left to him. Can I pay it off his university fees or ...

To give your grandkids money without clearing out your 401(k), considering saving for their education, or making them your ...

Planning for retirement is a long-term financial goal for most Americans, but how many actually reach the coveted ...

The best thing to do before buying a house as an unmarried couple is sit down and carefully go through your finances, and make sure you’re on the same page before you proceed with anything.

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

Through the years, the US Tax Court has provided significant clarification on the gift tax consequences of terminating ...

I recently bought a home. I have three grown kids, and it's really my only asset. Should I be putting it in a trust or in a ...

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all ...

The registered disability savings plan is a powerful financial tool for Canadians with disabilities. Learn about RDSP ...