Why your bank nomination doesn’t decide inheritance
“Assets always ultimately go to heirs under succession laws or according to a valid Will,” said Shraddha Nileshwar,…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
Death before distribution, B.C. court rules
In a decision handed down in February 2025, the lower court ruled — based on its interpretation of…
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?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
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?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?
Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Why it may be better if your children don’t have to wait to inherit your money
Published: Dec. 19, 2025 at 11:46 a.m. ET Parents with adult children might be planning to leave behind significant…
‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life
Question: “I am 60 years old with no savings. I have $20,000 in an online investment account. I…
7 simple estate documents people regret not having sooner
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
Biggest mistakes crypto investors make with estate planning
Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of…