Just because someone is trustworthy doesn't mean they're the right choice. Consider whether your intended executor or trustee ...

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

You might think it’s only the elite who should bother with trust funds for their heirs, but as more families are drawn into ...

Discover how integrating retirement products, such as retirement annuities, into your estate plan can ensure financial ...

Your retirement products can make a notable financial difference in the lives of your loved ones when you pass away.

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would ...

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would be aggressive but acceptable given the beneficiary's age. Their parents ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

Yet another of the series of pension risk transfer suits has been dismissed, with a federal judge concluding that the plaintiffs lack a current/imminent injury to justify the suit.

Expertise in five critical dimensions is necessary.

DEAR ABBY: My mother passed away six years ago. She was a manipulative woman who had alienated all family members except my ...

Dear Abby: My mother passed away six years ago. She was a manipulative woman who had alienated all family members except my ...