Shannon Ferrell detailed estate planning strategies for farmers and ranchers to successfully pass on their operation to the ...

Talking to your family about your estate plan is an act of love. Yes, it's uncomfortable, but it's also one of the most caring things you can do. By being transparent about your wishes and providing ...

Incorporating a letter of wishes into your estate planning can provide a unique opportunity to personally guide your loved ...

Explore formal probate, including its definition, necessity, key actors, process, benefits, and drawbacks. Learn strategies ...

Because I’m better with finances, I got on his case on the first of each month to make sure the bill was paid. I invested ...

For any company that plans to stay in business for years, a digital succession plan is just as essential as a financial one in today's world.

Allworth Financial's Steve Hruby and Bob Sponseller. Andy and Julia in Green Township: We're both former divorcees in our 50s ...

As more young people take an interest in writing their wills, a task once seen as a "laborious, morbid document" is gradually ...

When someone passes away, their loved ones often find themselves not only grieving but also faced with unfamiliar legal ...

What happens when the person buying your house dies before the closing date? Or when your tenant passes away mid-lease?

Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

When I started with the Archdiocese of Toronto almost 21 years ago, I mentioned that one area of fund development that I was not strong in was planned giving. Soon after, we made a decision to commit ...