Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.

In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity ...

A surge in property listings and sales over the November to February period make it the peak time of the year for moving home ...

Are you worried you will outlive your money in retirement? Taking these eight tips into consideration can go a long way ...

Tom Neumann, a financial advisor from Drake & Associates, joined us Tuesday, Nov. 18 to talk about why Thanksgiving is a good time for families to talk about finances.Neumann ...

More tightening of the rules around inheritance tax – especially around gifting – could potentially be coming in the Budget.

It was never a given that Aaron Engler would take over as the leader of Border Foods, the 255-unit Taco Bell business his dad ...

Another option is the Deposit Unlock scheme, which enables buyers to buy a new-build home with just a 5% deposit. Developers insure the mortgage under this scheme, reducing the risk for lenders and ...