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Estate Planning

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

    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
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    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
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    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
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    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
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    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
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    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.

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

    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
    What Are Realistic Retirement Returns?

    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
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    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.

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

    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
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    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
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    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