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Browsing Tag

estate plan

5 posts
PPersonal finance
5 serious disadvantages of putting your home in a living trust. Know the risks before making a move in 2026
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5 serious disadvantages of putting your home in a living trust. Know the risks before making a move in 2026

  • January 24, 2026
If you’re looking to simplify the process of transferring your home to your heirs after you pass, you…
PPersonal finance
5 Frequent Money Mistakes Financial Advisors Warn Clients to Watch Out For
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5 Frequent Money Mistakes Financial Advisors Warn Clients to Watch Out For

  • December 27, 2025
Pekic / Getty Images These five money mistakes can catch you off guard—here’s what to watch out for.…
PPersonal finance
Dad died without a will. Is his long-term girlfriend owed a piece of the estate?
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Dad died without a will. Is his long-term girlfriend owed a piece of the estate?

  • December 19, 2025
After Kevin’s dad died unexpectedly without a will, he’s left wondering if he’s obligated to give a share…
PPersonal finance
My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?
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My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?

  • September 29, 2025
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise…
PPersonal finance
Should step siblings get some of your inheritance? Dave Ramsey gave him some blunt advice
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Should step siblings get some of your inheritance? Dave Ramsey gave him some blunt advice

  • August 20, 2025
The Ramsey Show Highlights/YouTube Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the…
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