At the time, the attorney said all beneficiaries needed to wait eight months before the proceeds of the sale would be ...

I am single and have no children. I have two grandnieces, ages 5 and 10. I want to leave them each an inheritance from investments that will become available when they become 18. I would like the ...

Following months of meetings and negotiations, the final budget represents a 17 percent increase over last year, far less ...

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every asset. Some accounts and policies already have built-in ways to sidestep ...

Here are five common money mistakes—from neglected 401(k)s to outdated estate plans—that quietly put your wealth and security ...

A financial advisor can help you determine if you are on track currently and offer suggestions that may help get you back on track if needed.

I don't recommend selling this to your daughter at a bargain-basement price. You are allowed to do whatever you want when it comes to your real estate. Whether it's a good or bad idea is another ...

The Federal Court has ordered Australia and New Zealand Banking Group Limited (ANZ) pay $250 million in penalties for widespread misconduct and ...

Don't let the wrong executor derail your estate plan. Here are the seven worst mistakes people make when choosing an executor, and what to do instead.

Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...