Many people assume that creating a Last Will and Testament is the final step in protecting their family and their assets.

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get transferred to loved ones or go to probate often comes down to a few small ...

SYRACUSE, NY - Central New York business owners seeking to protect company continuity and avoid probate delays can use ...

Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

Byline: Matthew Kayser  Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many […] ...

Attorneys have long been the go-to source for estate planning guidance, but new data suggests financial advisers are now the ...

Iowans wonder if there is a better way to transfer property that avoids the probate process. We spoke with lawyers familiar ...

IT’S said only two things are certain in life – death and taxes – so it’s important to sort the second before the first comes to pass. But more than half of adults in the UK don’t have a ...

The uncommonly cold winter has advisory clients thinking about buying second homes in sunny places. But wealth managers say ...

You can’t take it with you, so what happens to your bank account after you pass on?