Managing Wealth and Giving
Should you tell your kids about their inheritance?
A new study from Ameriprise Financial found that a vast majority of investors plan to pass on generational wealth to their heirs -- but they balk at telling the kids.
My dad passed away and I’ve been paying his mortgage. How can I get the loan put in my name?
The Credible Money Coach offers some guidance on how to take over mortgage payments when a borrower passes away.
Prince estate value set at $156.4M years after his death
A long legal fight over the value of Prince's estate has come to a conclusion.
Republicans not confident in Biden’s plans to exempt farms, small businesses from potential tax hikes
Republicans are not convinced that President Biden’s plans to shield farmers and small business owners from changes to death taxes are practical –potentially putting millions of family-owned businesses at risk.
Buffett says dynastic wealth diminishing in appeal among rich Americans
Billionaire investor Warren Buffett downplayed the importance of dynastic wealth in the U.S.– and said it would become even less important in the future.
How to determine how much life insurance you need
With COVID-19 still on the minds of anxious Americans, wondering if you have enough life insurance is hardly an extreme question.
Tony Hsieh's family announces plans to sell Zappos co-founder's nearly 100 properties following tragic fire death: report
The executors of Zappos co-founder Tony Hsieh’s estate are in the process of trying to sell more than 90 Las Vegas properties owned by the multimillionaire at the time of his sudden death.
Executors of Jeffrey Epstein's estate accused of complicity by US Virgin Islands
In opposing an asset freeze, the executors' lawyers said George had not shown the estate had been "mismanaged"
IRS claims Prince's estate owes $32.4 million in taxes: report
Prince's estate is in trouble with the IRS for allegedly undervaluing its assets by a whopping 50%, according to a new report.
How to disinherit someone and what to know about the process
If you decide to disinherit someone, you should work with an attorney to make sure your will is valid and your wishes will be followed after you die.