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Browsing Tag

estate planning

13 posts
PPersonal finance
Great wealth comes with great responsibility. Can heirs handle it?
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Great wealth comes with great responsibility. Can heirs handle it?

  • September 18, 2025
US added over 1,000 new millionaires a day last year, says report Wealth grew disproportionately quickly last year…
PPersonal finance
Lawyers urge Australians to ensure valid will in place as house prices rise
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Lawyers urge Australians to ensure valid will in place as house prices rise

  • September 16, 2025
A will can offer peace of mind for families before the death of a loved one, but the…
MMusic
Yahoo lifestyle home
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Katy Perry’s team seeks $5M in damages from dying flower shop mogul after years-long legal fight over mansion

  • September 16, 2025
You might know that pop star Katy Perry has been in a dispute over her $15 million Montecito…
PPersonal finance
Collect wine, art, baseball cards? You'll need an estate plan.
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Collect wine, art, baseball cards? You’ll need an estate plan.

  • September 7, 2025
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an…
PPersonal finance
Good Will? How a controversial court ruling changed CT estate planning
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Good Will? How a controversial court ruling changed CT estate planning

  • August 28, 2025
It’s been almost three years since Janet Moultis died, and her estate still hasn’t been settled. She left behind a…
PPersonal finance
5 Estate Planning Changes To Make After Retirement
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5 Estate Planning Changes To Make After Retirement

  • August 20, 2025
The average American spends so much time planning for retirement that when the end of their work-life finally…
PPersonal finance
3 Tools the Wealthiest Americans Use To Safeguard Their Generational Wealth
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3 Tools the Wealthiest Americans Use To Safeguard Their Generational Wealth

  • August 14, 2025
When you imagine the wealthiest people you know — whether in real life or on the covers of…
PPersonal finance
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
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The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries

  • August 13, 2025
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
PPersonal finance
4 Wealth Transfer Strategies Most People Learn About Too Late
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4 Wealth Transfer Strategies Most People Learn About Too Late

  • July 29, 2025
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that…
PPersonal finance
What Every Millionaire Can Learn From Jimmy Buffett’s Mistake
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What Every Millionaire Can Learn From Jimmy Buffett’s Mistake

  • July 23, 2025
Renowned singer-songwriter Jimmy Buffett died in September 2023, leaving behind a $275 million estate. The bulk of Buffett’s…
PPersonal finance
New Missouri law legalizes digital estate planning
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New Missouri law legalizes digital estate planning

  • July 16, 2025
ST. LOUIS – Missouri Governor Mike Kehoe signed several bills into law last week.  One you may not…
PPersonal finance
Virginia Beach woman stresses importance of estate planning for families
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Virginia Beach woman stresses importance of estate planning for families

  • July 16, 2025
VIRGINIA BEACH, Va. — Life is full of ups and downs, and while we can’t control what happens,…
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