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…
How to create a digital estate plan
While many people try to avoid thinking about death or medical emergencies, being prepared can be a gift…
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.…
Chicago woman, 31, agonizing over writing a will — here’s the advice Dave Ramsey gives her on preventing family drama
A recent caller to The Ramsey Show found herself struggling with a question that many people face: who…
Why NRIs without a Will face a nightmare inheriting property and deposits in India
The housing society managing the apartment refused to transfer ownership without a legal heir certificate. “They asked for…
Estate plans vulnerable to often-overlooked tax traps
Good financial planning advice can steer estates away from the kind of tax traps that could significantly erode…
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…