Worried about leaving your kids with probate complications when you die? Avoid putting certain assets in a living trust
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How the rich pass on their wealth. And how you can too
By MATT SEDENSKY, AP National Writer NEW YORK (AP) — Death and taxes may be inevitable. A big…
How the rich pass on their wealth. And how you can too
NEW YORK (AP) — Death and taxes may be inevitable. A big bill for your heirs is not.…
Adult kids are getting their inheritances sooner. How parents are doing it.
Whether it’s family meetings, early conversations around philanthropic efforts, or educational programs to teach younger people how to…
B.C. court tackles novel estate case
According to the court’s decision, Amies made an application under a provision of estate law that exists in…
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…
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 CourierThe Budget Battle Begins canyon-news.comColumn: Start the new…
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…