Loans that promised to help older people stay in their homes in retirement are, in some cases, pushing their children out. The NYT reports.» Read More
A bitter fight between two of the New York area's wealthiest families is playing out in the modest trappings of a county courthouse.
Baby boomers, who never lost their taste for rebellion, want to control every detail of their "stairway to heaven" including buying "pre-need funerals." NBC News reports.
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.
Ken Kamen, Mercadien Asset Management, explains what someone should do if they were to win the $540 million lottery.
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.