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Fraud and Disputes
When Estate Planning goes wrong.
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Philippine legacy planning leaves 82% fearing wealth loss
6+ hour, 19+ min ago (343+ words) Sun Life finds that 50% of respondents identify beneficiary preparedness as their biggest concern. More Filipinos are taking a structured approach to legacy planning, focusing on educational opportunities and heir preparation alongside wealth transfer, according to a new report by Sun…...
They’ll Put $190,000 Into the Grandkids’ 529 Plans and Still Own Every Dollar of It. The Money Will Be Out of Their Estate, and If They Ever Need It Back, It Will Come Back
7+ hour, 35+ min ago (634+ words) A 529 plan can do something almost no other estate planning tool allows: remove money from your taxable estate while you keep full control over every dollar. Understanding exactly how that legal quirk works changes the math on a lot… Most…...
Fidelity Finds The Missing Piece In Estate Planning Isn't Another Document
10+ hour, 41+ min ago (413+ words) Timothy Habbershon, managing director and founder of the Fidelity Center for Family Engagement, describes creating a plan as only part of preparing a family for future transitions. The other part requires conversations about responsibilities, expectations and the decisions that will…...
Financial and Estate Planning Experts to Address Critical Gaps in Retirement Plans
1+ day, 5+ hour ago (350+ words) CINCINNATI, OH - October 12, 2026â¯- Financial and Estate Planning Experts to Address Critical Gaps in Retirement Plans⯠The panel will feature Apryl Pope, CFP®, of Pope Financial Planning, along with estate planning attorneys Whitney Ellison, Esq. and J. Ellen Keller, Esq. of…...
Life Insurance And Legacy Planning
1+ day, 5+ hour ago (193+ words) Among those who have managed a loved one’s affairs, the study further identified additional unexpected challenges that can arise during an already difficult time, including 37% struggling to balance responsibilities with work demands and 40% struggling with funeral and memorial arrangements. The…...
Why you should think about estate planning for your family
1+ day, 4+ hour ago (55+ words) 12News Why you should think about estate planning for your family To stream 12News on your phone, you need the 12News app. Download the 12News app Next up in 5 Example video title will go here for this video Before You Leave, Check This Out...
What happens to your debt when you die
1+ day, 16+ hour ago (371+ words) Moonstone Information Refinery Most of us think of debt as a today problem: the instalment that leaves on the 25th, the card balance that never quite clears. Few of us think about what happens to it when we’re no longer here....
Don’t give away tomorrow’s financial security
1+ day, 8+ hour ago (795+ words) Financial expert Peter McGahan looks at the pros and cons of inheritance tax with a Discounted Gift Trust The easiest way to get money out of your estate is to give it away, but most people have developed the inconvenient…...
Trustee declaration instruction has impact
1+ day, 22+ hour ago (402+ words) The regulator has noticed the effect its instruction to auditors to include a signed trustee declaration in their files has already had. The ATO has indicated its directive to auditors instructing them to have the signed trustee declarations of SMSF…...
I'm a Wealth Manager: How To Prepare Your Future Heirs To Handle an Inheritance
3+ day, 14+ hour ago (762+ words) Your parents spent decades building wealth. They hired fancy lawyers, optimized tax strategies and crafted the perfect estate plan. But all that prep work means nothing if the people inheriting it aren't actually ready. Lisa McCurdy, founder and managing partner…...