Beneficiary designations aren't always the wrong choice, but they’re certainly not a one-size-fits-all option.
Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a ...
Consider the hypothetical case of Jessica from Minneapolis, whose father died four years ago. She was entitled to a ...
The article, The Difference Between a Will and a Trust in North Carolina, features insights from Hunter Plemmons, Estate ...
“If you die without a will, any assets leftover after your debts are paid off will go to your living relatives. If you have ...
Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.
Whether enforcing a divorce decree or signing a will, the answers underscore the importance of acting promptly and understanding what courts will recognize as legally valid.
For families navigating decisions about legal process after death, privacy, and long-term asset management, the article ...
Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Ebony Howard is a certified public accountant and a QuickBooks ...
A new website launched by the county treasurer makes it easier to find your forgotten money from court cases, jail accounts, ...
The complex legal process of probate is the subject of a newly released article, “Navigating the Orlando Probate Process: What Every Executor Needs to Know“, featuring insights from Tom Moss, an ...
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