Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

**Surviving Spouse as Default Beneficiary**: If you are married and do not name a beneficiary, your spouse automatically ...

A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401 (k) money — to a new annuity without paying taxes on the gains. The key ...

These acquisitions suggest that Como aims to redefine their approach to strengthening their team beyond traditional methods. However, despite these promising additions, Como's performances have been ...

The client’s two Wells Fargo accounts were held in the name of her living trust, with the firm designated as the successor trustee in the event of her incapacity or death. Despite this ...

Estate planners and tax advisers must understand the tax and reporting rules for clients using P2P payment applications for business transactions and family transfers.

The Trump administration has said in court filings that it mistakenly deported Kilmar Armando Abrego Garcia, a Salvadoran man who had a protection preventing him from being deported to El Salvador.

The record for longest official filibuster is still held by legendary racist Strom Thurmond, who railed against the Civil ...

ARSENAL are looking ahead to what is expected to be a MASSIVE summer transfer window as they look ... When Vinicius Junior is in his best form, he's unstoppable. You can't compare him to Bukayo ...

What’s the intergenerational wealth transfer? The issue gained prominence with ... increase taxes on superannuation or other forms of wealth and reintroduce a ‘death tax’ (we previously had one for a ...

In such a case, the people for whom you wanted to provide financial support after your death may not receive ... eligible designated beneficiary) can transfer the assets of the IRA to their ...