Wealth Transfer, Trusts, inheritance, Prudent Person Rule, Trust Management, Investment Management, Asset Diversification, ...

Personal inheritance tax reduction… 'Focusing on the middle class with one house' According to a comprehensive report by ...

A woman who recently inherited $20,000 from her mom's late partner says she doesn't want to split the money with her husband.

Your main options will be to keep the inherited portfolio intact, cash it in, overhaul and integrate it into your own ...

Can I move my properties into a trust with children aged 18+ as beneficiaries? Will the income from rental go to them?

My stepmother's family claims they cannot find the original will. The lawyer who wrote the will does have a copy and his assistant actually witnessed the signing. I still carry the last name of my ...

The government wants farmers to play a major part in protecting the environment but a leading environmental lawyer has said inheritance tax puts that at risk.

The sale of real estate is one option that Mark and Rebecca can use in later life. They have a paid-off home worth $1-million ...

John Cairns, 61, of Huddersfield lost £3,250 after seeing a Facebook video purporting to be Elon Musk, the world's richest ...

In Australia, retirees get little guidance about how to use their super, and it’s leaving us with less money to spend in ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state ... skynesher / Getty Images An inheritance is the set of assets that an individual bequeaths to their loved ones ...

Susan von Seggern received $10,000 from her grandmother when she passed in 1993. When her father died in 2024, she was given ...