Lawyers expect will disputes to escalate with over $5 trillion to be bequeathed in coming decades
A high proportion of Western Australians do not have a will, have never discussed inheritance with their family,…
Navigating State-Only QTIP Trusts in Decoupled States
All estate-planning attorneys and wealth advisors with clients who live in a state with a state estate tax…
How Stokvels empower financial discipline in South Africa
Gugu Zikhali|Published 1 hour ago A few months into the year, financial pressure begins to feel different. School fees are…
The Stability Illusion: Why waiting for the “right time” to invest keeps you stuck longer than you realize!
‘I’ll start once things settle down. It sounds like a plan. It even sounds responsible. But I’ve come…
Childfree Woman Stunned When Her Family Claims Her Savings as “Future Inheritance”
A Reddit post from the r/childfree community recently made waves online. A childless woman in her late thirties…
Industry Fund Services launches ‘Trusted Adviser’ designation
Home > Financial Planning > Industry Fund Services launches ‘Trusted Adviser’ designation Mike Taylor Managing Editor and Publisher…
The death document that can stop an inheritance row before it starts
What shouldn’t you include? When writing your letter of wishes, it’s essential not to include anything that contradicts…
Jamie Dimon warns the people managing your money will soon be ‘AI people’ — not the bankers they replaced
For decades, a banker has been someone who reviewed your loan application, managed your portfolio, or walked you…
Avoid the ‘Summer Spending Trap’: Simple ways Arizona families can save money and still have fun
Summer costs can add up fast. Financial experts share tips to avoid overspending and highlight free and low-cost…
How to get a tax-free ISA income worth double the £12,547 State Pension
Image source: Getty Images If you retire purely on the new State Pension, one thing is certain. You’ll…
The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62
Quick Read Waiting from 62 to 67 delivers a guaranteed 8% to 10% annual increase in your monthly…
How, and how not, to use AI for money management, financial advice and investment guidance
Photo: 123RF Would you swap your investment adviser for ChatGPT? Your mortgage adviser for Claude? A growing number…