When an alter ego trust might be right for your client
That happened over two decades ago, when alter ego trusts and joint partner trusts were first introduced. These…
Beneficiary designations in estate planning
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re…
Tax Office imposes death tax on family homes by stealth
Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this…
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
The consequences of AI slop and a hopeful look at what will follow it
Published: Jan. 2, 2026 at 12:43 p.m. ET You may already be familiar with the term “AI slop,” with…
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do? – MarketWatch
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should…
‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.
Question: “I’m 78 years old, a widow and have no children or grandchildren. I sold my house and…
Do you need an annuity in your 401(k) plan? 6 financial planners on who it works for — and who it doesn’t
The SECURE 2.0 Act helped pave the way for employers to offer workers annuities in their retirement plans.…
Trump likes Australia’s retirement-savings program — but could it actually work in the U.S.? – MarketWatch
Trump likes Australia’s retirement-savings program — but could it actually work in the U.S.? MarketWatch Trump Signals Interest in…
American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts
“I think he expected to live to a hundred,” Walter Wang says about his famous father Y.C. Wang…
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…