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Browsing Tag

estate planning

38 posts
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…
PPersonal finance
People
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7 simple estate documents people regret not having sooner

  • February 15, 2026
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
PPersonal finance
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?
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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?

  • January 7, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
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Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

  • January 7, 2026
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
PPersonal finance
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?
Read More

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?

  • January 6, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
Estate planning helps limit costly mistakes: 'My Mother's Money' author
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Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author

  • January 3, 2026
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
PPersonal finance
I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?
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I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?

  • January 3, 2026
Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…
PPersonal finance
Biggest mistakes crypto investors make with estate planning
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Biggest mistakes crypto investors make with estate planning

  • December 6, 2025
Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of…
PPersonal finance
Don't put these 5 assets in a living trust. How to help your kids bypass probate when you die
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Don’t put these 5 assets in a living trust. How to help your kids bypass probate when you die

  • December 1, 2025
Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
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