When planning for the transfer of assets after death, two terms come up often: probate and trust. Probate is the ...

Putting assets into trust can offer many benefits, for example to reduce your inheritance tax bill or to create a legacy for ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

A breakdown of critical steps, from the one-third rule to getting consent from your family, for a seamless transfer of assets ...

It should go without saying that when you are looking for an attorney to set up your estate plan, especially if you have ...

When planning a transfer of an estate, stocks and investments tend to be among a person’s most valuable assets to plan for.

Realty Income has a 5.3% yield, a long history of increasing its dividend, and a large, well-run, and financially strong ...

Holders of Artis units will receive one RFA Financial share for each Artis unit held, while holders of Artis preferred units will receive one preferred share of RFA Financial.

Marcus Thurman Barrett Jr. took over a family-owned business started by his father and transformed it from San Antonio’s largest homebuilder in the 1950s to a major supplier of construction materials.

But estate taxes were one of the myriad items covered by the Reconciliation Act signed into law on July 4, 2025, and unofficially referred to as One Big Beautiful Bill. The estate tax exemption, ...

Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial ...

Realty Income is the largest net lease real estate investment trust. The company is a slow and steady income tortoise. Conservative income investors should consider buying Realty Income to enjoy a ...