A recent private binding ruling has said that a lump sum in specie transfer to a trust received after the death of a member is a superannuation member benefit.

According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said ...

A state judge has suspended the law license of prominent local attorney and business leader Donald C. McPartland for four years amid an investigation into his handling of nearly $500,000 in ...

Discover smart financial strategies for New Hampshire businesses and individuals, including underused savings tools, digital ...

Considering recent news, you may have missed that the 2025 trustees reports for Social Security and Medicare are out. Once ...

Claire Shipman said she was “wrong” to have sent messages in 2023 and 2024 criticizing a trustee who was outspoken about the ...

The application follows on the heels of Circle and Wise, as crypto and payment companies seek crypto custody approval and ...

The proposal to create the First National Digital Currency Bank “marks a significant milestone to build an internet financial ...

UK-based money transfer giant Wise has applied to be directly regulated by the US Office of the Comptroller of the Currency ...

Learn how to prevent your bank accounts from being frozen after death with smart estate planning tips that protect your money ...

Richards, Layton & Finger announced that it has elected attorneys Matthew Ady, Jonathan Kaplowitz, Zach Kmetz, Ed Little and ...

As the sole trustee of a trust account, a Sarasota County lawyer violated that trust by paying himself more than $1.06 ...