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Consider the consequences of using a trust as an IRA beneficiary carefully. Make sure the results are what you would want for your spouse or

The specifics don’t matter: where inheritance is concerned, both in terms of monetary value and sentimental value, emotions can run high – and the fallout

If you’re a business owner, chances are good you’ll get some of those calls [from potential buyers of the business] too. The M&A market is

Most people aren’t aware that their wills don’t have the final say concerning assets held in retirement accounts — 401(k) plans and individual retirement accounts

The illegitimate child who emerges from obscurity to claim a family inheritance is a staple of Victorian melodrama. Today, some families are grappling with a

My uncle died a few months ago and left me some stock he purchased in the 1970s. I’d like to sell some of it, but

“Are you interested in protecting your assets? I recently interviewed Provident Trust Group’s Neil Schoenblum, a Senior Trust Officer based in Nevada, on the value

I’m a big believer that both spouses, or partners, of a couple be intimately familiar with their household’s finances and investments. But an eye-opening study

For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma

If you have a variety of accounts, such as a taxable brokerage account, a 401(k) or traditional individual retirement account and a Roth IRA, which

One of the many important decisions to make when constructing an estate plan is determining who will serve in the role of trustee. Because a

Not having a well-thought-out plan—or having no plan at all—to care for children with special needs once you're unable to could have a devastating impact