Preparing for the inevitable is a crucial step in ensuring your loved ones are protected and your wishes are honored. By ...

It's time to do some estate planning research together. A great place to start is the American College of Trust and Estate Counsel, which is an "organization of trust and estate lawyers and law ...

Some active-duty families will see their premiums drop by nearly one-third as the new Tricare Dental Program contract takes ...

Military families now have more options for filling their prescriptions after Kroger pharmacies rejoined the Tricare network ...

Your finances can leave a lasting impact well beyond your lifetime. By planning ahead and setting things up properly, you can ensure a smooth transfer of assets to your loved ones after you pass away.

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

As we step into 2025, it’s the perfect time to set resolutions that will protect your future and ensure peace of mind for you and your loved ones. While estate planning might not be the first thing ...

With a trust, you can specify that the assets be given to beneficiaries only when they reach a certain age. Especially in the case of estate planning, it can be helpful to involve a lawyer to ...

the removal of the fiduciaries who have violated their duties to the Plan’s participants and beneficiaries under ERISA. Sanford Heisler Sharp McKnight files the Southwest ERISA complaint on the ...

With proper planning, your investments will not get stuck in probate — a court process that often takes months to distribute assets. Establishing designated beneficiaries or joint ownership now ...

Benefit plans, participants, and beneficiaries received more than $1 billion due to ... are among those affected by EBSA’s oversight of the private employee benefit plan system in the United States ...

After the holder of a TFSA dies, possible tax implications can vary depending on one or more of the following factors: the type of TFSA the type of beneficiary(ies) whether any income was earned after ...