A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...
The Old Age Security (OAS) pension provides a basic income foundation for many Canadian seniors in retirement. When a ...
Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what she needs to know before deciding.
Take Rebecca, 40, who inherited $3 million in stocks and $250,000 in cash. She has a $100,000 mortgage and $25,000 in other ...
This article adheres to strict editorial standards. Some or all links may be monetized. If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three ...
ALBANY — The owner of a Saratoga Springs company accused by state prosecutors of improperly drafting and filing transfer-on-death deeds for paying clients was forced to dissolve her company, and has ...