Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.

When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or ...

When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or estate plan. However, when a minor inherits money, it must be managed through ...

Elderly persons often sign new estate documents, including trusts and trust amendments. Certainly, all persons with competence and without improper influences have the right to leave their property to ...

Robert “Bob” Spina, a long-term Brookville resident and village trustee, has died after a brief illness. He was 82. Spina, who died on Tuesday, March 25, was a trustee for 11 years, though he had been ...

When a listener named Kim wrote to Suze Orman's "Women & Money" podcast, she shared a common concern: Her family was overwhelmed by estate planning. Kim explained that her parents were considering ...