How to manage a parent’s debt before they pass
For many families, the grief of losing a parent is compounded by a harsh and unexpected reality: a…
Beneficiary designations in estate planning
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re…
Worried about leaving your kids with probate complications when you die? Avoid putting certain assets in a living trust
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I’m leaving my $3.5M estate to my son — but I want to make sure his wife never gets a cut. How can I protect my money?
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How the rich pass on their wealth. And how you can too
By MATT SEDENSKY, AP National Writer NEW YORK (AP) — Death and taxes may be inevitable. A big…
How the rich pass on their wealth. And how you can too
NEW YORK (AP) — Death and taxes may be inevitable. A big bill for your heirs is not.…
7 simple estate documents people regret not having sooner
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
B.C. court tackles novel estate case
According to the court’s decision, Amies made an application under a provision of estate law that exists in…
Why your bank nomination doesn’t decide inheritance
“Assets always ultimately go to heirs under succession laws or according to a valid Will,” said Shraddha Nileshwar,…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
Death before distribution, B.C. court rules
In a decision handed down in February 2025, the lower court ruled — based on its interpretation of…
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…