A new homeowner’s dream turned into a nightmare when a six-figure sum needed to close the real estate transaction went to a scammer instead. The district attorney in Wichita, KS, is still trying to ...

The management of deceased bank accounts is a crucial but often overlooked part of dealing with the death of a loved one. Handling these accounts involves legal processes and regulatory requirements, ...

Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...

Funding a trust requires moving your assets into the trust’s name, which is necessary for the trust to operate effectively. The process for transferring assets varies depending on the type, such as ...

Estate planning usually involves determining how to pass assets on to younger generations. But instead of leaving a piece of real estate, bank account or burgeoning stock portfolio to your children, ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...