The last section, Part 3, is for everything else, which for most people with be limited to a list of bank and investments accounts. Each account should be listed separately with the name of the bank ...

An estate grant is the court order that gives a person authority to deal with estate assets. Without it, you won’t be able to ...

A lot can happen in a year, and 2024 was no exception. As a new year dawns, it’s a good time to look at everything that ...

I encourage everyone to check with their financial institutions about their policies if the worst happens and a small estate needs to be administered. I also suggest hiring a good estate attorney to ...

Many college-bound students with undocumented immigrant parents are hesitant to submit federal financial aid applications as ...

Dear Savvy Senior, Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file ...