Boston Trust Walden Company has received conditional approval from the Office of the Comptroller of the Currency (OCC) to convert from a Massachusetts-chartered bank to a national trust bank.

Not too long ago I was drilling my students — I teach financial planning and practice management as a visiting lecturer at Texas A&M University — on the art of delivering the 30-second elevator pitch ...

The winner of Texas' largest lottery jackpot has broken their silence, offering a rare glimpse into life after claiming a record $410 million prize. The winning ticket, part of the $1.8 billion ...

'My share of the home alone would be valued at $300K per the trust. If she distributes the funds three ways, my share becomes $200K' "Her only heirs are my brother and I. We are both retired and in ...

Many parents and grandparents want to set money aside for a child’s future but aren’t sure of the best way to do it. One option that often flies under the radar is using a UTMA (Uniform Transfers to ...

When parents look to the future, they picture family dinners, school milestones, and graduation caps. Rarely, if ever, do parents consider what would happen if they were not able to raise their ...

If approved, the fund would trade on Nasdaq, giving traditional investors easier access to the AVAX token through a regulated vehicle. The move marks the second regulatory step in the conversion ...

QUESTION: I’m getting remarried but want my inheritance to primarily benefit my children. Will my revocable trust still protect my assets for them after I die? ANSWER: Maybe. Many people are surprised ...

The social media landscape is shifting from platform-driven engagement to personality-driven connections, according to research from advertising agency Dentsu. Its survey of 1,000 U.S. adults found ...

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