3+ day, 12+ hour ago  (1072+ words) Inheritance rarely arrives without complications. When blended families, second marriages, and informally expressed wishes all collide, what seemed like a simple estate can become a deeply charged situation for everyone involved. The post drew 465 replies, and 79 percent of respondents said…...

2+ day, 16+ hour ago  (838+ words) Older Americans in the baby boomer and Silent Generations hold a massive amount of residential property that's worth roughly $13. 8 trillion, but experts are warning they need to think about how they'll pass on that property to their heirs. Those from…...

3+ mon, 1+ week ago  (521+ words) Tortoise Investment Management purchased 138, 536 shares of Blackrock Municipal Target Term Trust in the fourth quarter. The quarter-end position value increased by about $3. 6 million, reflecting both additional shares and price movement. The value of the additional shares was approximately $3. 1 million based…...

4+ day, 17+ hour ago  (516+ words) You've undoubtedly heard the expression, "It takes money to make money." This idea rings true for many high-net-worth individuals (HNWIs), as well as their families. Many implement strategies that enable them to use the wealth they already have to grow…...

5+ day, 9+ hour ago  (142+ words) Garth Brooks is thinking about selling his music catalog and expects to get around $2 billion, according to the Wall Street Journal." The deal would include both the rights to his songwriting and his recorded music, encompassing a body of work…...

1+ week, 1+ day ago  (647+ words) The ultra-wealthy have access to all the best resources when it comes to estate planning, but they're not immune from making missteps. In fact, sometimes their overconfidence can cause them to make costly mistakes. Money Lion spoke with A. Michael Wargon,…...

1+ mon, 1+ week ago  (597+ words) For a lot of people in their 20s and 30s, "legacy" sounds like something reserved for after you've made more money, bought a home or figured everything out. In fact, the younger you are, the more time you have to thoughtfully build…...

2+ week, 1+ day ago  (821+ words) Though TV and film often present inheriting a large sum of money as a happily-ever-after moment, the reality is usually far messier. The last thing you want to do while grieving a loved one is fill out paperwork or make…...

1+ week, 5+ day ago  (174+ words) John Mc Clain, a musician and record executive who helped power Janet Jackson's ascent to pop stardom before serving as a co-executor of the estate of Jackson's brother Michael, died Tuesday in Los Angeles. He was 71. His death was confirmed…...

1+ week, 4+ day ago  (728+ words) Retirees who were disciplined about saving are probably pretty happy right now. In fact, recent data from Gallup suggests 94% of today's retirees with a retirement savings plan say they "have enough to live comfortably" (1). And those with this comfy financial…...