Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review ...

I was recently corresponding with an 88-year-old reader who had decided to hire a financial advisor. After years of ...

Don't miss: 'I enjoy vacations to Europe': I'm 75 and have $1 million in an IRA. Why do I feel guilty? It's impossible to know without a deeper understanding of her health, past behavior, and your ...

A complete estate plan has a few documents. Your last will lays out what you want to happen with your property at death. A ...

Among those called to the stand so far: a JetBlue manager, an Uber representative, a Lyft employee, a Cohasset police officer ...

Basement boxes full of old bank statements and tax files look like clutter, but they can also be a legal and financial safety ...

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

When a veteran dies, the government relies solely on the next of kin and beneficiary information on file. If that information ...

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...

It’s happening … A Classic Christmas with Billy & Devashrie, which was originally scheduled for 6th December, and postponed, ...

The manner in which the government succeeded in mobilising support from the international community, immediately after the ...