Professionals are proceeding with caution as uncertainty swirls around Trump's ideas on estate plans.
People put off planning estates due to time constraints or emotion, but the goal is to do proper planning without complicating the process.
Advisors are often in the best position to report bad actors and instances of financial abuse among elderly clients.
Financial advisors sometimes forget clients grieving a death or divorce need some time to heal before making important financial decisions.
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.
Trump's new Washington, D.C., hotel just opened, and its ownership structure provides insight into his gift-and-estate plans.
If remarrying, update your estate plan to ensure your new spouse and existing heirs have clear guidelines on your inheritance wishes.
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.
Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.
Having a will is not just for multimillionaires. If you own personal property, you'll need to make your wishes known.
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.
Lawyers charged with untangling the multi-million dollar estate of music superstar Prince head to court on Monday.
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.
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.
As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.
Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.
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.
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.