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…
Few heirs keep their parents’ wealth advisors, Cerulli study finds
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter…
What’s in a Will? Understanding the power of your last word
Absence of a will has often been the root of many family fights, both on-screen and off it.…
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…
Why NRIs without a Will face a nightmare inheriting property and deposits in India
The housing society managing the apartment refused to transfer ownership without a legal heir certificate. “They asked for…
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…
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…
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…
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…
The evolving nature of wills: Including sentimental assets in estate planning
When Meera Kapoor sat down to draft her will, she never imagined that her lifelong collection of handcrafted…
Simple tips to transition from MF distribution to wealth management set up
As investor needs evolve and competition intensifies, MFDs are increasingly finding that a pure distribution model may not…