When someone dies, banks are quick to lock down accounts until they know exactly who is legally entitled to the money. That ...

Sale prices for these Bay Area homes are among the top 10 in the country. But the community could change significantly in the ...

A divisive housing estate is now likely to be approved after councillors who rejected it agreed not to defend their decision ...

Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

The traditional snowbird retirement of splitting time between two homes is giving way to strategic, permanent relocation, as wealthy Americans discover they can design a better life by choosing a ...

The survey found that 37% of Americans have taken on debt after a loved one’s death, the highest figure in three recent years ...

Cummings Properties offers a practical read on Andover, MA, commercial real estate, focusing on fundamentals that matter in daily operations: connectivity, space flexibility, predictable costs, and ...

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