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Estate Planning

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  • 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.

  • Funeral Directors Thinking Outside Box for Boomers Wednesday, 5 Jun 2013 | 8:57 AM ET
    Til We Meet Again's baseball coffin.

    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.

  • Sharpest Move by Bill Gates, Warren Buffett Is ... Monday, 3 Jun 2013 | 9:08 AM ET

    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.

  • How Your Kids Are Learning Not to Blow Your Cash Tuesday, 5 Mar 2013 | 12:05 PM ET
    Students play JA Virtual Finance Park video game in school.

    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.

  • How to Prepare Financially for a Loved One's Death Monday, 11 Feb 2013 | 11:28 AM ET

    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.

  • How to Disinherit Loved Ones—And Which You Can't Friday, 1 Feb 2013 | 8:56 AM ET

    Disinheriting someone can be harsh, and may haunt a family member from beyond the grave, but there may be pragmatic reasons for doing so.

  • Your Golden Egg: Save For Retirement     Thursday, 25 Oct 2012 | 1:50 PM ET

    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.

  • Financial Jargon Your Adviser May Throw at You Monday, 8 Oct 2012 | 12:20 PM ET

    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.

  • Financial Jargon Your Adviser May Throw at You Monday, 8 Oct 2012 | 12:20 PM ET

    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.

  • Financial Planners Push Wills That Go Beyond Money Friday, 5 Oct 2012 | 7:53 AM ET
    elderly woman with financial advisor

    Life histories,and video recordings are just some ways people are leaving their personal legacies for loved ones.

  • 10 Things You Should Know About Your Financial Adviser Wednesday, 26 Sep 2012 | 3:11 PM ET

    Choosing an adviser could be the most important financial decision you make in your lifetime, so be thorough and smart.

  • Teens: Mom and Dad Will Leave Me Enough to Retire Monday, 10 Sep 2012 | 7:24 AM ET

    Young Americans who grew up during the Great Recession apparently did not learn much from their parents' money woes.

  • Spendthrifts and Nest Eggs Don't Mix Wednesday, 5 Sep 2012 | 11:30 AM ET

    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.

  • Church Street Marketplace. Burlington, VT

    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 Rich Kids Hate Their Parents Thursday, 28 Jun 2012 | 10:08 AM ET

    Why do 70 percent of family businesses fail to pass successfully to the next generation? The answer are more emotional than financial.

  • Gina Rinehart, chairwoman of Hancock Prospecting Pty.

    A new study of multi-millionaires finds that only half plan to leave their inheritence to their kids.

  • Retirement Equation: The $540M Dream     Thursday, 29 Mar 2012 | 2:55 PM ET

    Ken Kamen, Mercadien Asset Management, explains what someone should do if they were to win the $540 million lottery.

  • Age 68 the New 65?     Tuesday, 28 Feb 2012 | 1:55 PM ET

    Postponing your retirement by three years may be the best way to catch up on a retirement shortfall, reports CNBC's Sharon Epperson.

  • What Are Realistic Retirement Returns?     Tuesday, 21 Feb 2012 | 1:55 PM ET

    Calculating how much money you'll need to retire isn't as simple as punching numbers into a calculator, reports CNBC's Sharon Epperson.

Most Popular Video

Wednesday, 16 Apr 2014 | 11:11 PM ET

Vasu Menon, VP, Group Wealth Management at OCBC Bank, describes why Asian shares are mixed on Thursday despite dovish comments from the Fed overnight.

Wednesday, 16 Apr 2014 | 9:13 PM ET

Ha Jiming, Vice Chairman, China at Goldman Sachs Private Wealth Management, says China needs structural reforms that can correct imbalances in its economy.

Wednesday, 16 Apr 2014 | 8:55 PM ET

Frank Appel , CEO at Deutsche Post DHL, sees "higher chances than risks" for its business in the mainland despite recent data pointing to a slowdown.