Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering if you need to pay taxes. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.
Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires.
As rumors of Spears’ unhappiness in her conservatorship have gained momentum, both fiduciary professionals and those with personal connections to her have been asked to give context to her complex conservatorship—including the possible signs of abuse by her conservators.
When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).
After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.
With global cybercrime projected to cost individuals and businesses as much as $10.5 trillion per year by 2025, cybersecurity concerns aren’t going anywhere. Your best defense is personal vigilance when it comes to your own online behavior.
I Care A Lot, Netflix most recent film on guardians, has fanned the flames of several misconceptions regarding the role of conservators. If we depended on
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing
