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Browsing Tag

estate planning

46 posts
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
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
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 28, 2026
PeopleImages / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
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
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
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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