Probating an original will is easy in Texas. Probating a copy is harder, and for good reason.

Withdrawals covered by these new exceptions can be repaid within three years.

If you’re looking for a solution that allows you to exercise equity over equality, consider setting up a Pot Trust.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Where we go from here is all about earnings and the Fed.

The estate account vs. trust account debate exists for a reason: both financial vehicles have a lot in common. As a result, it may be confusing to know which one suits your needs the best.

The Federal Reserve acknowledged the potential implications of banking turmoil on the economic outlook but highlighted that at this point, it’s uncertain how big that impact will be.

With all the recent headlines about bank failures, we asked Sara Devereux, global head of Vanguard Fixed Income Group, for her perspective on what happened with the banks, how our bond portfolios fared in the market tumult that followed, and how well positioned those portfolios are for future volatility.

The federal income tax filing deadline for individuals is generally Tuesday, April 18, 2023.

Receiving an inheritance? Here are 3 types of taxes that may affect your inheritance.

Putting aside the obvious implications of the above – namely uncertainty and, in turn, volatility – it would be wise to also consider what this means for the March Federal Open Market Committee (FOMC) meeting.

You have until your tax return due date, excluding extensions, to contribute up to $6,000 for 2022 ($7,000 if you were age 50 or older on December 31, 2022) to all IRAs combined.

Rules work differently for each class of beneficiary.

Review unique estate planning issues that impact the LGBTQIA+ community.

Seniors in particular think about marrying with an understandable degree of concern. Here are some steps to take to make relationships easier to navigate and protect your financial future.

Leonard offers his views on the Silicon Valley Bank bankruptcy, the importance of diversification, and how New Capital handles client cash needs.

The closure is unlikely to trigger a crisis, but may have other impacts.

No size, it seems, is now too small to fail.

What to know about cash, banks, and insurance.

But the picture may be brightening in Europe and China.