CANANDAIGUA — The following deed transactions were among those recorded in January 2025 in Ontario County: Joseph T. Annesi ...

Question: If I place my home in an irrevocable trust with my children as beneficiaries what is the tax upon my death?

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ...

OSHKOSH – Here's this week's list of property transfers across Winnebago County. According to records kept by the Wisconsin Department of Revenue, the highest-selling property for the week was ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Contact your insurance agent/broker or insurer immediately after transferring property into a trust. Request that the trust ...

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could ...

Unlike traditional irrevocable trusts, where you have to give up control over your assets, a UAPT lets you maintain ...

Intro. The Uniform Trust Code (UTC) is a mere aggregation of tweaks to the corner of equity jurisprudence that long ago gave birth to and ...

If you were marrying and considering a trust for heirs, which is best — revocable or irrevocable?” (Photo subjects are models ...

It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...

Kelly-Anne’s uncle passed away and the bank has now locked the trust’s bank account. Considering that there’s a substantial ...