Why your bank nomination doesn’t decide inheritance
“Assets always ultimately go to heirs under succession laws or according to a valid Will,” said Shraddha Nileshwar,…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
Death before distribution, B.C. court rules
In a decision handed down in February 2025, the lower court ruled — based on its interpretation of…
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?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
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?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?
Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Biggest mistakes crypto investors make with estate planning
Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of…
Don’t put these 5 assets in a living trust. How to help your kids bypass probate when you die
Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
Rising risk of digital unclaimed assets – RM135b in e-wallet funds | Malaysia
MALAYSIA’S surging use of digital wallets may be creating the country’s next major pool of unclaimed assets, with…
4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert
Planning for retirement is complex, and even small missteps can have lasting consequences. To help you avoid costly…