A CRUT works by distributing a fixed percentage of the trust's value to beneficiaries annually, which can vary based on the ...

We're 57 and jointly own a £1.3m house. We want to avoid a situation where the surviving twin might have to sell our home to ...

Chiesa Shahinian & Giantomasi PC (CSG Law) has named attorneys Michelle Bergeron Spell and Steven A. Loeb chair of CSG Law’s ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

PRNewswire/ - Registration is now open for the Nevada Tax & Trust Conference (NTTC), hosted by the Nevada Fiduciary ...

Real estate investments have emerged as a cornerstone in solidifying one's financial foundation for retirement, often posing ...

A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...

When choosing a retirement investment product you have to consider the benefits and challenges of each to make the right ...

Implications for capital gains, wealth taxes, and investment strategies require careful consideration, notes Anil Rego, ...

If you have any assets to pass on after you die, be they physical ones like property and other possessions, or cash-based, ...