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News
From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
11+ hour, 44+ min ago (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...
The Great Junk Transfer: Why Heirs Want Meaning, Not More Stuff
16+ hour, 44+ min ago (543+ words) Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings. Dubbed The Great Junk Transfer, a recent study revealed a shift in how the next generation views an…...
Don't Put It Off: It's Time to Check That Your Beneficiaries Are Right
2+ day, 17+ hour ago (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
2+ day, 19+ hour ago (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...
We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
3+ day, 20+ hour ago (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...
Estate Planning and Unequal Inheritances: Talking Is Key
4+ day, 3+ hour ago (1269+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the…...
Trillions of Dollars Will Be Passed Down in the Next 20 Years and Many Families Are Totally Unprepared: What to Know and What to Do
4+ day, 9+ hour ago (1747+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the…...
We Know You'd Rather Talk to Your Kids About Politics Than Inheritance. Here's the Right Way to Have That Conversation Anyway.
4+ day, 9+ hour ago (1711+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy. Joseph…...
8 Steps to Take When Settling an Estate as the Executor
4+ day, 6+ hour ago (1489+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much…...
An Estate Planning Attorney Reveals the 2 Essential Legal Documents Every Adult Should Have
1+ week, 1+ day ago (1403+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Every adult should have a healthcare proxy and power of attorney — they save loved ones time, money and stress if a sudden…...