If your trust assets are not particularly valuable or complicated, a trusted friend may be a suitable trustee.

Distributing inheritance can be a difficult process. Luckily, you can take steps so that the things you leave behind get passed along with little hassle.

The IRS issued a Private Letter Ruling on Section 402(c)(9), concluding that taxpayer, as the surviving spouse of the decedent, will be treated as having acquired the lump sum distribution ...

Learn the role of an executor in Illinois probate, from filing the will to distributing assets. Find out what ...

Medi-Cal is California’s program that helps people with low incomes pay for healthcare, like doctor visits or nursing home care. Starting January 1, 2026, Medi-Cal will check your assets—things like ...

Having a will may not matter to the loved ones listed as beneficiaries unless there is a trust in place, making it easier for them.

A buttoned-up estate plan helps during your lifetime, with documents such as powers of attorney and health care proxies, and ...

Picton Mahoney Asset Management announced today that it has declared the September 2025 monthly cash distribution of $0.0981 per unit for the ETF units ('ETF Units”) of the PICTON Income Fund.

Wealth protection is a fundamental concern for individuals and businesses navigating the complexities of a global economy. With increasing economic ...

ORIENTED FINANCIAL SERVICES PLATFORM CENTRED ON A GROWING SCHEDULE I BANK The combined company, RFA Financial, will become a ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Choosing between trusts and wills can be a critical step for retirees in New York who want to ensure their assets are handled according to their wishes.