2. When it comes to this "friend," I am concerned that there is a trick waiting for me. In hindsight, he's been overly helpful with repairs to her house although the items in my mind are de minimis, ...

Invesco CurrencyShares Euro Trust (NYSEARCA:FXE – Get Free Report)’s stock price crossed below its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $99.89 ...

North European Oil Royalty Trust (NYSE:NRT – Get Free Report) released its quarterly earnings results on Tuesday. The energy company reported $0.06 earnings per share for the quarter, Zacks reports.

Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.2%, an increase from the ...

I found myself leafing through parts of the Colorado Revised Statutes dealing with fiduciaries. I came upon a statute called ...

David “Chico” Esparza, Senior Trust Advisor with Wells Fargo Wealth & Investment Management, remembers meeting two clients, a ...

The North Carolina Court of Appeals’ recent decision on December 3, 2024 in Abitol v. Clark highlights the critical role of ...

As we approach the end of 2024, I asked our state legislators to share what they were most proud of in their work in ...

California would like to crack down on a type of trust that lets the very wealthy avoid state income and federal gift taxes.

Sometimes, when the grantor of the trust can’t fund it, another person handles that for them. They usually utilize a power of attorney to transfer the assets. Believe it or not, that happens ...

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust ...

Earning the trust of others can transform your life, deepen intimacy, and build a deeply rooted sense of well-being.