Finance News – Inheritance

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Business Insider Markets • May 01, 2025

I split my $5 million assets equally between my child and stepchildren in my trust. Life is fleeting...

A trust was established to evenly distribute $5 million in assets among the owner's child and stepchildren, ensuring financial protection for all beneficiaries.

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Globe and Mail Investing • Apr 25, 2025

With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few ye...

Arden and Trent face financial planning challenges as they seek to optimize the transfer of Arden's inherited U.S. retirement account to Canada, minimizing potential tax implicatio...

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