Estate Planning


  • 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.

  • “Hurry-Up Offense” Retirement — Worth It? Thursday, 5 Jan 2012 | 2:25 PM ET

    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.

  • Have Enough to Retire?     Wednesday, 4 Jan 2012 | 2:47 PM ET

    Insight on how to retire with the money you'll need, with Michael Farr, Farr, Miller & Washington, and CNBC's Brian Sullivan.

  • New Retirement: Fresh Opportunities?     Thursday, 29 Dec 2011 | 1:53 PM ET

    CNBC's Sharon Epperson reports on investment opportunities for 2012 that could provide a steady income for retirees.

  • Is This a Great Time for Estate Planning?     Tuesday, 20 Sep 2011 | 1:52 PM ET

    With interest rates and asset values at historic lows, is this the perfect opportunity to transfer wealth? Joanne Johnson, J.P. Morgan Private Bank, lays out a plan.

  • Dealing with Leukemia     Saturday, 10 Sep 2011 | 9:03 PM ET

    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.

  • How Dad's Planning Helped Us Cope With His Death Tuesday, 2 Aug 2011 | 9:55 AM ET

    By making some important decisions while living, my father helped to lessen the overwhelming stress of coping with sudden loss.

  • Death, Taxes, Sex and Root Canal Thursday, 31 Mar 2011 | 1:45 PM ET

    Today I hit the big 5-0. That noise you hear is me shuddering. I'm trying to make light of it all to mask the pain — "If I'd known Depends were so convenient and useful, I would've started wearing them at 40!"

  • Estate Planning Partner Story Sunday, 1 Dec 2002 | 12:00 AM ET