Features

Before leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.

By Carla Ayers

Planning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.

By Jeff Reeves

Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.

By Diane Harris

Being named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.

By Donna LeValley

A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.

By Denise McClain, JD, CPA

Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.

By Kelsey M. Simasko, Esq.

Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.

By David Handler, J.D.

Here are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.

By Tracy Craig, Fellow, ACTEC, AEP®

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

By Diane Harris

credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.

By Sean Jackson

The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.

By Cameron Huddleston

If you travel regularly but don't want a card with a ton of hoops to jump through, here's a great solution for you.

By Sean Jackson

Capital One Venture Rewards offers flexible miles, travel perks and simple rewards. See what you get for the $95 annual fee and who the card suits best.

By Sean Jackson

You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.

By John M. Goralka

Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.

By Brian Skrobonja, Chartered Financial Consultant (ChFC®)

Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.

By John M. Goralka

Asset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.

By John M. Goralka

Free childcare is a great gift, but don't let it ruin your retirement. Ask yourself these three key questions before signing up.

By Donna Fuscaldo

After rough years for pharmaceutical stocks, is now a prime time to buy in? Expert James K. Glassman weighs in.

By James K. Glassman

Managing your emotions during market volatility is crucial for maintaining a stable portfolio. Now is a good time to check in on your risk tolerance.

By Dylan Pollock

Ignoring calls isn't just the leading cause of disciplinary complaints against attorneys — it reflects a lack of professional responsibility and empathy.

By H. Dennis Beaver, Esq.

Retirement Tax Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.

By Kate Schubel

RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.

By Kevin McCormally

We'll walk you through some of the steps you should consider as you craft your shopping list.

By Nellie S. Huang

Record market highs can present an opportunity to retire earlier than planned, provided your strategy relies on spending control, risk management and more.

By John Vandergriff

Many of those who lost their lives in Lower Manhattan worked in finance, creating a vast impact across the industry.

By MP Dunleavey

Shifting away from stocks reduces risk, but as this week's Wealth Wise column explains, you still need to beat inflation. Here's how to balance safety and peace of mind.

By Maurie Backman