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…
Talking Money: Conduct a 'new year' review for financial well-being – Prescott Daily Courier
Talking Money: Conduct a ‘new year’ review for financial well-being Prescott Daily CourierHoliday Hangover: How To Budget At The…
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…
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…