The sheriff's department has received multiple complaints from people who allegedly paid money to Wilson-Shook funeral homes, ...

A Melbourne real estate agent who allegedly made dozens of illegal transfers from trust funds into a personal account has ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

When Tony O’Brien became chairman of the Peter McVerry Trust six months ago, the charity had been mired in controversy for ...

The former board of the Peter McVerry Trust will be accused of putting “self-interest” above the charity’s best interests ...

This November, I am looking forward to bolstering my lineup with three exchange-traded funds (ETFs) in particular, each of which plays a different role that I want covered in my portfolio. Here's what ...

The former CEO of the Peter McVerry Trust has accused the previous board of the company of providing him with financial ...

A family trust can be a powerful tool—but it’s not right for everyone.

A: Some lawyers recommend that you use your Social Security number for a revocable trust, while other lawyers suggest that ...

They’re viewed as a tax-avoidance tactic for the wealthy, but they’re not just for trust fund kids. Would a trust suit you?

An 'indefensible' amount of money was spent by the ex-CEO of the Peter McVerry Trust to fund a lavish stately home he turned ...