Writing a will? These common mistakes can land it in court
People believe that writing a will is like sealing their final wishes forever, a one-time task that guarantees…
Why you shouldn’t wait to create a will and how to do it affordably
BALTIMORE — It’s a conversation many of us put off — who makes decisions for you if you…
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.…
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…
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…
Key Changes High-Net-Worth Individuals Must Know
Senator Chuck Grassley, a Republican from Iowa, departs following a vote at the US Capitol in … More…
Why you might want to walk away from your inheritance
The kids are gone, time for a new financial plan Once you become an empty nester, you’ll want…