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Estate Planning

Donate to charity, get a date with George Clooney?

Omaze Co-Founders Ryan Cummins and Matt Pohlson discuss their charity that offers a once-in-a-lifetime celebrity experience.

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  1. Tips for Planning Your Estate for the Digital Age

    As we spend more of our lives online -- banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting -- i...

  2. Weird Tax Rules and Deductions

    Despite being in the industry for more than 30 years, every day I get asked a tax-related question that I find not only weird, but thought-provoking as well.There ar...

  3. Do You Need Financial Therapy?

    There was a time in Shari Reid Grant's life when she approached all financial decisions as a matter of life or death."I was raised in an environment that made me fee...

  4. A Spouse's Right to Life Insurance Money

    Much to your surprise, you find out that someone else is the beneficiary on your spouse's life insurance policy.As a husband or wife, don't you have an automatic rig...

  5. Gov't Debt Priority in Setting up Repayments

    Dear Dave,My husband has his own business installing windows. As a result, we now have IRS and state tax debt. We're managing the payments, but where should these de...

  6. 7 Questions to Ask if You Plan to Retire this Year

    If 2014 is the year you plan to leave the workforce and start your retirement, experts recommend looking before you leap."The worst thing to is to retire and realize...

  7. Lending to Friends and Family: Your 4-Step Guide

    You probably already know that lending money to friends or relatives can be fraught with risk. Your generous offer of a personal loan may lead to resentment, anger a...

  8. 4 Different Financial Professionals – And How they Can Work for You

    Are you concerned about retirement? Not sure how much you can pay toward your child's college education? Just want to see if you're on the right track? These questio...

  9. Determining Basis as a Joint Tenant

    Dear Tax Talk,Here is the story: a) 1965: My aunt buys an apartment. b) 1991: My aunt deems me a joint tenant of her apartment. c) 2007: My aunt dies and I inherit t...

  10. Determining Basis as a Joint Tenant

    Dear Tax Talk,Here is the story: a) 1965: My aunt buys an apartment. b) 1991: My aunt deems me a joint tenant of her apartment. c) 2007: My aunt dies and I inherit t...

  11. 4 Tips to Begin the Estate -Planning Process

    With the responsibility for saving for retirement shifting to workers as companies and the government abandon pension plans, experts say estate planning is crucial s...

  12. 5 Financial Lessons from Retirees

    Times are changing, and that's particularly true for the millions of Americans nearing retirement. After all, this isn't your grandfather's retirement.Long gone are ...

  1. Helping the wealthy build purposeful portfolios

    Cornerstone Advisors CEO Ken Hart on helping high-net worth families manage their portfolios.

  2. Special planning for special needs children

    The Academy of Special Needs Planners’ Diedre Braverman offers financial planning tips for families with special needs children.

  3. Farmland values on the decline

    U.S. Farm Report host John Phipps on the decline in farmland values.

  4. Barnes & Noble Chair Sells $64M in Stock

    Barnes & Noble Inc Chairman Leonard Riggio, the bookseller's founder and largest shareholder, cut his stake in the company to 20 percent by selling shares worth abou...

  5. Is Dad (or Mom) dating a gold digger?

    Your widowed dad seems to have new pep. He's getting out more, looking trimmer and more dapper in new clothes. He skips the old boys' breakfasts at the diner and mak...

  6. The Biggest Estate Planning Mistakes You Can Make

    Estate planning is a conscious approach to organizing your personal and financial affairs in order to deal with the possibility of mental incapacity and death. The b...

  7. UBS’s McCann on overcoming market challenges

    UBS Group Americas CEO Bob McCann on the company’s turnaround and its growth strategy.

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