As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.» Read More
Figuring out a relatively smooth and peaceful way to leave wealth to future generations is very tricky business for wealthy families, and often leads to a blood feud.
In a trend known as "gamification," new digital platforms are teaching kids about earning and saving money, how to pay bills, even how to trade stocks.
Families can be torn apart or money forfeited by refusing to take death into account financially or attempting to glide over it legally. Here's how to avoid such a dismal scenario.
Disinheriting someone can be harsh, and may haunt a family member from beyond the grave, but there may be pragmatic reasons for doing so.
How to catch up on your savings for retirement, with CNBC's Sharon Epperson.
QTIPs, are often used to guarantee an inheritance to children of an earlier marriage.
The world of finance is loaded with technical concepts and complicated terminology, much of it vital shorthand for industry participants. It is likely your advisers will fall back on using jargon when soliciting your business and managing your financial accounts. Here is a guide to some financial terms.
The world of finance is loaded with technical concepts and complicated terminology – much of it vital shorthand for industry participants. It’s likely your advisers will fall back on using jargon when soliciting your business and managing your financial accounts. Here's a guide to some financial terms.
Life histories,and video recordings are just some ways people are leaving their personal legacies for loved ones.
Choosing an adviser could be the most important financial decision you make in your lifetime, so be thorough and smart.
Young Americans who grew up during the Great Recession apparently did not learn much from their parents' money woes.
Sure, income is important, but without the right discipline it is easy to eat up cash, regardless of your rate of return. Here's how to keep a lid on spending.
Smaller businesses that want to cut the costs of health insurance for their employees are using captive insurers to save money on premiums but also to reduce income taxes and transfer money to heirs free of estate tax.
Why do 70 percent of family businesses fail to pass successfully to the next generation? The answer are more emotional than financial.
A new study of multi-millionaires finds that only half plan to leave their inheritence to their kids.
Postponing your retirement by three years may be the best way to catch up on a retirement shortfall, reports CNBC's Sharon Epperson.
Calculating how much money you'll need to retire isn't as simple as punching numbers into a calculator, reports CNBC's Sharon Epperson.
Some people who are unprepared for retirement respond with a strategy known as “Hurry-Up Offense” retirement. This entails scrambling like mad at the 11th hour to find something to live on. It’s less than ideal, but sometimes a well-planned nest egg simply doesn’t exist.
Joan and her husband Peter have been married for 33 years and have two children. Peter was recently diagnosed with an aggressive form of leukemia with an expected lifespan of 7-8 years. Joan wants to know what steps they should take to protect their future given the circumstances.
By making some important decisions while living, my father helped to lessen the overwhelming stress of coping with sudden loss.