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Financial Advisor Hub Estate Planning


  • COLUMN-Three retirement loopholes seen likely to close Monday, 29 Jun 2015 | 12:19 PM ET

    LOS ANGELES, June 29- There are plenty of tips and tricks to maximizing your retirement benefits, and more than a few are considered "loopholes" that taxpayers have been able to use to circumvent the letter of the law in order to pay less to the government. 1. Back-door Roth IRA conversions The U.S. Congress created this particular loophole by lifting income...

  • Estate planning, taxes, Social Security benefits, health insurance and other financial issues have historically been enormously complicated for same-sex couples. Now with nationwide acceptance of marriage equality, thanks to the Supreme Court decision on Friday, will the financial picture finally be clear? Reuters spoke with three experts in LGBT...

  • NEW YORK, June 16- The Vanguard Group, which in 40 years became the biggest mutual fund company by selling low-priced, market-matching funds, is competing with some of its best customers- the brokers and advisers who funnel client assets to its funds-- by offering personalized service to investors with more than $500,000. And the company has widened the pool of...

  • Do you think you're in the will? Guess again Thursday, 11 Jun 2015 | 10:00 AM ET
    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.

  • Don't leave your inheritance to Uncle Sam Wednesday, 15 Apr 2015 | 10:00 AM ET
    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.

  • Does buying life insurance make any sense for you? Sunday, 15 Mar 2015 | 4:00 PM ET

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

  • How to gain control of your legal life Friday, 13 Mar 2015 | 6:42 AM ET
    How to gain control of your legal life

    Lisa Green, "On Your Case" author, shares her ideas on how people can legally control every aspect of their lives, including marriage, divorce, and estate planning.

  • A Warren Buffett move many boomers are following Monday, 9 Mar 2015 | 8:00 AM ET
    Last Will and Testament

    Warren Buffett is leaving his billions to charity, and many boomers are following suit to avoid turning their kids into rich loafers.

  • Love your kids? Get a good prenup Thursday, 12 Feb 2015 | 10:00 AM ET
    Robin Williams with wife Susan, left, and daughter Zelda Williams in 2011.

    When assets are being passed on to kids, trouble can quickly ensue. For people who remarry, prenups and even postnups need to be airtight.

  • Trying to improve your finances? Don't forget these Monday, 9 Feb 2015 | 9:00 AM ET

    Do you have a will, a budget or life insurance? For most Americans, the answer is "no." What planning documents you need, when.

  • 'False': Publicist slams Robin Williams money rumors Thursday, 14 Aug 2014 | 9:40 AM ET
    Robin Williams during "Patch Adams" premiere at the Ziegfeld Theater in New York.

    The spokeswoman for Robin Williams' family debunked widespread reports that the comedian, who died Monday in a suspected suicide, had money troubles.

  • What to do when aging parents can't manage money Tuesday, 5 Aug 2014 | 2:28 PM ET

    Most everyone reaches a point where managing one's money is too hard. Here's how to know when Mom or Dad needs help, and how best to give it.

  • How to have 'the talk' about old age and money Thursday, 31 Jul 2014 | 8:00 AM ET

    Having a family talk about parents' goals for old age is never easy, but experts say it needs to happen more often. Here's how.

  • Sting-y? Singer won't leave kids big inheritance Monday, 23 Jun 2014 | 9:35 AM ET

    If we were Sting’s children, we might just be “Driven to Tears.”

  • Do you have the life insurance you need? Tuesday, 10 Jun 2014 | 8:09 AM ET

    The gap is growing between Americans' life insurance coverage and the amount they say they need. Here's how to tell if you have enough.

  • What we can learn from Casey Kasem's disappearance Monday, 19 May 2014 | 4:24 PM ET
    Casey Kasem in 2003

    Here's what your family can learn from the "disappearance" of Casey Kasem, says financial advisor Jerry Lynch.

  • Pitfalls of reverse mortgages may pass to heirs Thursday, 27 Mar 2014 | 6:18 AM ET
    Older parents and daughter

    Loans that promised to help older people stay in their homes in retirement are, in some cases, pushing their children out. The NYT reports.

  • MLK estate wants his daughter to give up his Nobel Tuesday, 4 Feb 2014 | 5:01 PM ET
    Bernice King, daughter of late Dr. Martin Luther King Jr., delivers remarks during the 'Let Freedom Ring' commemoration event, at the Lincoln Memorial August 28, 2013 in Washington.

    The estate of Martin Luther King Jr. is asking a judge to force the civil rights icon's daughter to relinquish her father's Nobel Peace Prize.

  • Mandela leaves $4 million to family, staff and ANC Monday, 3 Feb 2014 | 7:36 AM ET
    Nelson Mandela in Paris, France, on July 16, 1996.

    South Africa's Nelson Mandela left his $4.1 million estate to family, the ruling African National Congress, staff and local schools.

  • Two of NY's wealthiest families get ugly over will Saturday, 28 Sep 2013 | 11:43 AM ET
    Ronald Perelman

    A bitter fight between two of the New York area's wealthiest families is playing out in the modest trappings of a county courthouse.