Moving to a new state? Make sure to unpack, update your estate plan
Watch Outer Banks home put on dolly, moved from eroding tides A waterfront home was put on a…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Writing a will? These common mistakes can land it in court
People believe that writing a will is like sealing their final wishes forever, a one-time task that guarantees…
Why you shouldn’t wait to create a will and how to do it affordably
BALTIMORE — It’s a conversation many of us put off — who makes decisions for you if you…
Wealth Advisor and Financial Therapist: How to Talk About Inheritance
This as-told-to essay is based on a conversation with Ashley Agnew, senior wealth advisor and director of financial…
I Asked ChatGPT What the Smartest Retirement Moves Are for People in Their 50s
Your 50s are when retirement planning stops being something you’ll deal with “someday” and becomes something you need…
Few heirs keep their parents’ wealth advisors, Cerulli study finds
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter…
What’s in a Will? Understanding the power of your last word
Absence of a will has often been the root of many family fights, both on-screen and off it.…
Canadians unprepared for $1T wealth transfer
Transfer of wealth to next generation As Canada’s population ages, a massive wealth transfer is looming — one…
Great wealth comes with great responsibility. Can heirs handle it?
US added over 1,000 new millionaires a day last year, says report Wealth grew disproportionately quickly last year…
Katy Perry’s team seeks $5M in damages from dying flower shop mogul after years-long legal fight over mansion
You might know that pop star Katy Perry has been in a dispute over her $15 million Montecito…
Lawyers urge Australians to ensure valid will in place as house prices rise
A will can offer peace of mind for families before the death of a loved one, but the…