I believe myself to be an honorable person, and I would never question my husband's wishes in regards to his first son. I too love him dearly. But I would like to make sure my own son is taken care of ...

Keeping money in an accumulation account instead of moving it to a pension account, can cost thousands in extra taxes.

I need some advice, encouragement or discouragement about buying a second home. We are a retired couple, ages 69 and 64, with an investment portfolio of $3.3 million and a paid-off home worth $1 ...

You can either invest in discretionary investments or a local endowment where the underlying investments are wrapped in a tax ...