Microsoft Founder Allen’s Estate Sells Stake in $11 Billion Firm

Paul Allen’s estate has sold its stake in a wealth adviser that was once part of the Microsoft Corp. co-founder’s private ...

My aunt just died and I’m shocked to learn she named me executor of her will. What to do when you have to settle a loved one's estate

You may feel overwhelmed and even resentful. You can even refuse to take on the role, but if your relative named you because ...

How to pass Bitcoin and crypto to heirs

From a legal standpoint, the easiest part is no different from any other asset. If your will says, “I give everything to my ...
Investopedia

Asset Specificity Explained: Types and Impact on Financial Stability

Andrew Bloomenthal has 20+ years of editorial experience as a financial journalist and as a financial services marketing writer. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society ...

Custodial Agreements: A Simple Guide to Their Role and Benefits

A custodial agreement empowers a professional third party to manage benefit accounts, holding assets for the owner. Discover how it simplifies retirement and health plan administration.