Discover ChatGPT’s step-by-step roadmap to organize your money and estate in just one year. This plan can help you avoid ...

Estate lawyers say the real trouble with wills rarely comes from exotic tax tricks. It comes from basic, avoidable mistakes ...

If you haven’t had it reviewed recently, I also have a checklist on request. A signed, compliant will is better than nothing, ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

A new study reveals how staying invested consistently dramatically outperforms attempts to time market highs and lows.

People with dementia are ripe for financial abuse. When a client comes for a meeting, ask how they’re doing. Subtle signs, ...

The High Court's recent decision in Thomas Barnes & Sons Plc (In Administration) v Blackburn with Darwen Borough Council ...

Former Harvard President Lawrence H. Summers was once designated as a successor executor in convicted sex offender Jeffrey E. Epstein’s will, positioning him to oversee Epstein’s estate if the primary ...

Former Treasury Secretary Larry Summers was at one point designated as a backup executor in the will of Jeffrey Epstein, according to a new document released by the Justice Department. In a 2014 ...

Copies of Jeffrey Epstein’s last will and testament show that the convicted sex offender and disgraced financier provide a real-time glimpse of the power players who were part of his life. By David ...

Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a ...

Former Barclays boss and ex-US Treasury secretary named in versions of will of convicted child sex offender The former Barclays chief executive Jes Staley and the ex-US Treasury secretary Larry ...