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Browsing Tag

estate planning

33 posts
PPersonal finance
Worried about leaving your kids with probate complications when you die? Avoid putting certain assets in a living trust
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Worried about leaving your kids with probate complications when you die? Avoid putting certain assets in a living trust

  • February 28, 2026
PeopleImages / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
How the rich pass on their wealth. And how you can too
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How the rich pass on their wealth. And how you can too

  • February 18, 2026
By MATT SEDENSKY, AP National Writer NEW YORK (AP) — Death and taxes may be inevitable. A big…
PPersonal finance
How the rich pass on their wealth. And how you can too
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How the rich pass on their wealth. And how you can too

  • February 16, 2026
NEW YORK (AP) — Death and taxes may be inevitable. A big bill for your heirs is not.…
PPersonal finance
AOL
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7 simple estate documents people regret not having sooner

  • February 16, 2026
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
PPersonal finance
How the rich pass on their wealth. And how you can too
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How the rich pass on their wealth. And how you can too

  • February 16, 2026
NEW YORK (AP) — Death and taxes may be inevitable. A big bill for your heirs is not.…
PPersonal finance
Judge looks at papers
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Death before distribution, B.C. court rules

  • January 23, 2026
In a decision handed down in February 2025, the lower court ruled — based on its interpretation of…
PPersonal finance
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
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We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?

  • January 9, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
Estate planning helps limit costly mistakes: 'My Mother's Money' author
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Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author

  • January 3, 2026
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
PPersonal finance
I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?
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I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?

  • January 3, 2026
Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…
PPersonal finance
This RMD mistake costs investors up to $1.7 billion annually
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This RMD mistake costs investors up to $1.7 billion annually

  • December 31, 2025
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
MMobile
Rising risk of digital unclaimed assets - RM135b in e-wallet funds
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Rising risk of digital unclaimed assets – RM135b in e-wallet funds | Malaysia

  • December 1, 2025
MALAYSIA’S surging use of digital wallets may be creating the country’s next major pool of unclaimed assets, with…
PPersonal finance
IRS announces Roth IRA income limits for 2026
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IRS announces Roth IRA income limits for 2026

  • November 13, 2025
Kseniya Ovchinnikova | Moment | Getty Images The IRS has unveiled the Roth individual retirement account contribution and income limits…
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