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Browsing Tag

estate planning

56 posts
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…
BBusiness
Rachel Reeves lines up £1bn inheritance tax raid – plan now | Personal Finance | Finance
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Rachel Reeves lines up £1bn inheritance tax raid – plan now | Personal Finance | Finance

  • March 27, 2026
Chancellor Rachel Reeves is slapping inheritance tax on pensions, so prepare now (Image: Getty) Chancellor Rachel Reeves is…
PPersonal finance
Major pensions warning as Brits ‘oblivious to major changes' | Personal Finance | Finance
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Major pensions warning as Brits ‘oblivious to major changes’ | Personal Finance | Finance

  • March 26, 2026
The Chancellor announced changes to pensions in her autumn Budget (Image: Getty) Most Brits remain oblivious to major…
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
Estate Planning For Pets: We Put Our Cats In Our Will
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Estate Planning For Pets: We Put Our Cats In Our Will

  • March 14, 2026
“What you’ll want to do is provide me with the names and locations of the guardians you’ve selected.”…
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
Couple reviewing their finances
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Beneficiary designations in estate planning

  • March 6, 2026
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re…
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 28, 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
Adult kids are getting their inheritances sooner. How parents are doing it.
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Adult kids are getting their inheritances sooner. How parents are doing it.

  • February 16, 2026
Whether it’s family meetings, early conversations around philanthropic efforts, or educational programs to teach younger people how to…
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