Financial Advisor Hub Estate Planning

  • Grace VanderWaal arrives at at the "America's Got Talent" Season 11 Live Show at Dolby Theatre on August 30, 2016, in Hollywood, California.

    The news some parents want to hear: Your kid is going to be the next Taylor Swift! Here's how to ensure her earnings last.

  • Signage stands outside the Trump International Hotel, formerly the Old Post Office Pavilion, in Washington, D.C., U.S., on Friday, Sept. 16, 2016. The hotel opened on September 12 with a formal grand opening expected in October.

    Trump's new Washington, D.C., hotel just opened, and its ownership structure provides insight into his gift-and-estate plans.

  • Wedding couple

    If remarrying, update your estate plan to ensure your new spouse and existing heirs have clear guidelines on your inheritance wishes.

  • RETIRING ABROAD

    Ready to pack your bags and retire far, far away? Leaving the country to enjoy your golden years is a major lifestyle change that involves lots of planning. Sharon Epperson explains the three things every overseas retiree should know before they go.

  • NEW YORK, June 23- A year after Travis Kelso-Turner and his husband got married, their to-do list of financial tasks still daunts them. That landmark Supreme Court decision in June 2015 is making a significant impact on the finances of the LGBT community because of the large increase in the number of same-sex married couples, surveys have found.

  • NEW YORK, June 23- A year after Travis Kelso-Turner and his husband got married, their to-do list of financial tasks still daunts them. That landmark Supreme Court decision in June 2015 is making a significant impact on the finances of the LGBT community because of the large increase in the number of same-sex married couples, surveys have found.

  • May 23- Viacom Inc Chief Executive Philippe Dauman filed a complaint Monday to stop Sumner Redstone from removing him and George Abrams from the media mogul's trust, Dauman and Abrams said in a statement Monday. "Shari Redstone is attempting to illegally hijack her father's well-established estate plan," Dauman said in a statement Monday morning.

  • NEW YORK, May 19- In the month since Prince died and his heirs began wrangling over his estimated $300- plus million estate, many Americans have moved "draft a will"- arguably one of life's most unpleasant tasks- to the top of their to-do lists. Since then, Nolo.com, a legal information site, saw a 24 percent spike in sales for its downloadable WillMaker service, 42 percent...

  • Prince performs 'Purple Rain' in Los Angeles, Feb. 8, 2004.

    Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.

  • The musician Prince performs in 1981.

    Having a will is not just for multimillionaires. If you own personal property, you'll need to make your wishes known.

  • What needs to be in your will

    Having a will is just as important for ordinary folks as it is for multi-millionaires--and failing to organize your estate is a major financial mistake for anyone. CNBC’s Sharon Epperson offers simple steps to help you set up your will.

  • Prince

    Lawyers charged with untangling the multi-million dollar estate of music superstar Prince head to court on Monday.

  • NEW YORK, April 15- Nearly 70 percent of baby boomers view a gift of money as an expression of love, according to a Merrill Lynch survey released on Friday. While this may sound wonderful, it can complicate estate planning, especially if the generation receiving the inheritance sees things differently. You don't want somebody to feel less loved, " Michael Liersch,...

  • Year-end checklist

    Financial advisor Manisha Thakor of The BAM Alliance says a good annual, year-end person-finance checklist should address estate planning, insurance and investment portfolio questions.

  • Cloud computing online storage vault

    New digital archives designed for estate planning present a slew of risks for people trying to ensure their heirs don't inherit disarray.

  • More couples are using lifestyle clauses in nuptial contracts, covering gambling, drugs, affairs, even quality time spent together.

  • Personal Finance estate planning

    As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.

  • Money dollars giving

    Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.

  • Senior man looking at paperwork

    An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.

  • Life insurance often gets short shrift, thanks to people's preconceived ideas, which, say advisors, results in some fairly common mistakes.