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…
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…
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…
Lawyers urge Australians to ensure valid will in place as house prices rise
A will can offer peace of mind for families before the death of a loved one, but the…
Katy Perry’s team seeks $5M in damages from dying flower shop mogul after years-long legal fight over mansion
You might know that pop star Katy Perry has been in a dispute over her $15 million Montecito…
Collect wine, art, baseball cards? You’ll need an estate plan.
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an…
Good Will? How a controversial court ruling changed CT estate planning
It’s been almost three years since Janet Moultis died, and her estate still hasn’t been settled. She left behind a…
5 Estate Planning Changes To Make After Retirement
The average American spends so much time planning for retirement that when the end of their work-life finally…
3 Tools the Wealthiest Americans Use To Safeguard Their Generational Wealth
When you imagine the wealthiest people you know — whether in real life or on the covers of…
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
4 Wealth Transfer Strategies Most People Learn About Too Late
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that…