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Browsing Tag

Estate planning

42 posts
PPersonal finance
Inheritance tax warning as countdown begins to major rule change - 'make most of this' | Personal Finance | Finance
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Inheritance tax warning as countdown begins to major rule change – ‘make most of this’ | Personal Finance | Finance

  • April 13, 2026
An expert has shared some important inheritance tax tips (Image: Getty) This article contains affiliate links, we will…
PPersonal finance
marcos-mayer-8_NI1WTqCGY-unsplash alternate text for this image
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When an alter ego trust might be right for your client

  • April 8, 2026
That happened over two decades ago, when alter ego trusts and joint partner trusts were first introduced. These…
PPersonal finance
My mom was much richer than I realized, and left me more than I could have imagined. How do I manage this much money?
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My mom was much richer than I realized, and left me more than I could have imagined. How do I manage this much money?

  • April 3, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. During the…
PPersonal finance
A husband is disinheriting his kids, leaving everything to his wife. How to avoid inheritance wars in blended families
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A husband is disinheriting his kids, leaving everything to his wife. How to avoid inheritance wars in blended families

  • March 31, 2026
It’s a question many remarried couples face: If one spouse passes away, what happens to the inheritance if…
PPersonal finance
Fight back against Rachel Reeves - build your own inheritance tax pot | Personal Finance | Finance
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Fight back against Rachel Reeves – build your own inheritance tax pot | Personal Finance | Finance

  • March 17, 2026
A whole-of-life insurance policy can help you cover an inheritance tax bill (Image: Getty) Chancellor Rachel Reeves has…
PPersonal finance
How to manage a parent's debt before they pass
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How to manage a parent’s debt before they pass

  • March 10, 2026
For many families, the grief of losing a parent is compounded by a harsh and unexpected reality: a…
PPersonal finance
I’m leaving my $3.5M estate to my son — but I want to make sure his wife never gets a cut. How can I protect my money?
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I’m leaving my $3.5M estate to my son — but I want to make sure his wife never gets a cut. How can I protect my money?

  • February 27, 2026
Image-Source / Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
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 27, 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
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
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7 simple estate documents people regret not having sooner

  • February 15, 2026
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
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