When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of money. However, trust funds aren't meant only for the rich. You can ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

Learn about asset protection trusts. Find out its definition, how it works, its types, its advantages and disadvantages, and ...

Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.

Chicago-based private equity firm GTCR has reached an agreement to acquire Fiduciary Trust Company, a Boston wealth manager and trust company with a 140-year history serving high-net-worth clients.

Not only does the 2025 total surpass the prior record of almost $770,000 generated last year by nearly 8 percent, but it puts ...

Dear Savvy Senior, I recently had an estate plan drafted, including a will, power of attorney and advance directive, but I’m ...

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to ...

After earning enough Mastery EXP in The First Descendant, you'll receive a notification that your Mastery Rank can be leveled up. This guide will teach you how to level up your Mastery Rank in The ...

A dynasty trust established in 1964 locks a California family out of inherited funds, with access restrictions extending ...