“The bank generally does not have an obligation to notify a beneficiary of their designation as such on a bank account unless ...

You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These ...

The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.

Learn about ABLE accounts, Special Needs Trusts (SNTs), government benefits (SSI, Medicaid), and other essential tools for your child's future.

There’s also a need to think ahead about managing your money amid the ‘great wealth transfer,’ which could see older adults ...

Two years into his role as CEO of Independent Governance Group (IGG), indie rock-loving Mancunian Andrew Bradshaw has a ...