Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Typically the settlor of a revocable living trust is also the initial trustee until they either resign or are unable to manage the affairs of the trust due to incapacity or death.  While the ...

Signing well-designed last wills and revocable living trusts is just the beginning of a longer process to create an “ideal ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

It’s been just over a year since lawsuits were levied at the City of Calhoun by landowners and a local environmental group over forever chemicals in the water.

Gene Hackman appointed his wife, Betsy Arakawa Hackman, as the beneficiary to his $80 million estate, but her death opens the ...

The following deed transactions were recorded in January 2025 in Yates County: Lee Michael and Christina A. Morehouse to Mitchell Morehouse and Amanda Morehouse as Trustees of the Lee Michael and ...

Hackman’s estate includes assets from his GeBe Revocable Trust, dating back to 1994, which also passes into the Gene Hackman ...

These real estate transactions were recorded in Richland County between March 10 and March 14: 191 Rudy Road, Ontario; Keith L. and Christine L. Strother to Robert and Jaylene Mills; $399,900 ...

A ministry that operates out of the grounds of Chautauqua Institution has sold its headquarters, with the proceeds to create perpetual endowments. The Post-Journal and OBSERVER have been analyzing ...