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Estate Planning

Helping an aging parent with finances can put you 'in conflict,' CFP says — how to approach it

Helping an aging parent with finances can put you 'in conflict,' CFP says — how to approach it

Sarah AgostinoFri, May 15th 2026

Dying with an HSA can leave a tax bomb for heirs

Dying with an HSA can leave a tax bomb for heirs

Greg IacurciSat, May 9th 2026

35% of Gen Z homebuyers are single women. Here’s why they need an estate plan

35% of Gen Z homebuyers are single women. Here’s why they need an estate plan

Sarah AgostinoThu, Apr 16th 2026

Family caregivers now provide $1 trillion worth of care annually, AARP finds

Family caregivers now provide $1 trillion worth of care annually, AARP finds

Lorie KonishMon, Apr 20th 2026

Older women may inherit most of $54 trillion in spousal ‘great wealth transfer’

Older women may inherit most of $54 trillion in spousal ‘great wealth transfer’

Sarah AgostinoSat, Mar 14th 2026

What Medicaid changes in Trump's 'big beautiful bill' mean for family caregivers

Personal Finance

What Medicaid changes in Trump's 'big beautiful bill' mean for family caregivers

Wed, Jan 7th 2026

Why estate planning helps 'forestall bad outcomes': 'My Mother's Money' author

Personal Finance

Why estate planning helps 'forestall bad outcomes': 'My Mother's Money' author

Sat, Jan 3rd 2026

Unmarried couples aren't 'a default unit' if one dies. Why that matters

Financial Advisor 100

Unmarried couples aren't 'a default unit' if one dies. Why that matters

Fri, Dec 26th 2025

Financial Advisor Playbook

Most homebuyers don't shop around for a mortgage. Why that's a bad idea

Sun, Dec 21st 2025

Why your crypto wealth may never make it to the next generation

Sat, Dec 6th 2025

Financial Advisor 100

Most retirees don't tell adult children about their inheritance. What to know

Tue, Nov 25th 2025

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Clients should feel like financial advisors don't just pick investments: Kathmere CEO Michael McDermott

Clients should feel like financial advisors don't just pick investments: Kathmere CEO Michael McDermott

Wed, Oct 8th 2025

CNBC's Financial Advisor 100: Best financial advisors for 2025 ranked

Financial Advisor 100

CNBC's Financial Advisor 100: Best financial advisors for 2025 ranked

Mon, Nov 3rd 2025

How to leverage 0% capital gains taxes under Trump’s ‘big beautiful bill’

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How to leverage 0% capital gains taxes under Trump’s ‘big beautiful bill’

Tue, Sep 2nd 2025

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This inherited IRA rule change for 2025 could trigger a 25% tax penalty

Mon, Mar 24th 2025

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Online estate planning firm Trust & Will raises $25 million in funding round

Tue, Mar 11th 2025

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A Roth IRA offers a 'longer runway for tax-free investing,' advisor says

Mon, Feb 10th 2025

Op-ed: Here’s why estate planning is a gift for your family

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Op-ed: Here’s why estate planning is a gift for your family

Tue, Jan 7th 2025

Op-ed: Here’s why estate planning is a gift for your family

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Op-ed: Here’s why estate planning is a gift for your family

Tue, Jan 7th 2025

5 advisors offer important tips for managing your money in 2025

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5 advisors offer important tips for managing your money in 2025

Tue, Dec 31st 2024

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What it may cost to live like the 'Home Alone' family today: Financial advisors

Tue, Dec 24th 2024

The great wealth transfer is underway. Here's how to prepare

Thu, Oct 24th 2024

Estate planning can be difficult. Surprises in a will can complicate things further

Sun, Sep 22nd 2024

Soaring sports team values create new pressure for owners on taxes, succession

Soaring sports team values create new pressure for owners on taxes, succession

Thu, Sep 5th 2024

Writing a will is crucial: It's 'not just a question about finances,' expert says

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Writing a will is crucial: It's 'not just a question about finances,' expert says

Wed, May 8th 2024

‘Sorry I am dead’: Why a ‘death note’ is as important as a will, advisor says

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‘Sorry I am dead’: Why a ‘death note’ is as important as a will, advisor says

Fri, Feb 2nd 2024

Smart Tax Planning

House Republicans reintroduce bill to repeal ‘death tax’

Wed, Jan 24th 2024

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Here's how Roth conversions can reduce taxes for inherited IRAs

Mon, Dec 11th 2023

Year-end Planning

This is the biggest year-end tax issue for high-net-worth clients, advisor says

Mon, Dec 11th 2023

Matthew Perry made millions in ‘Friends’ residuals. What happens to that money

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Matthew Perry made millions in ‘Friends’ residuals. What happens to that money

Fri, Nov 3rd 2023

Op-ed: Give from your estate now to reduce your tax exposure later

Op-ed: Give from your estate now to reduce your tax exposure later

Tue, Oct 24th 2023

What to do if you just won the record $1.6 billion-plus Mega Millions jackpot

What to do if you just won the record $1.6 billion-plus Mega Millions jackpot

Wed, Aug 9th 2023

Longtime Aretha Franklin estate battle shows importance of having a proper will

Tue, Jul 11th 2023

Personal Finance

Confronting aging: How LGBTQ+ seniors can tackle special caregiving challenges

Tue, Jun 13th 2023

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Buffett on estate planning: I don't sign a will until my children read it and give suggestions

Tue, Dec 24th 2024