These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
From Deductions to Direction: How Purpose Is Reshaping Charitable Estate Planning
The perception has long been that charitable giving through estate plans was primarily a tax strategy. Recently, we’ve…
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…
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…
Elliott Garsek Joins Bonds Ellis LLP as Senior Counsel
Bonds Ellis LLP announced that Elliott S. Garsek, a highly respected transactional attorney and founding partner of Barlow…