I plan to leave my entire $2.5M estate to my son when I die, but I don’t want his wife to ever get any of my money. How do I make sure of that?

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...
Morningstar

Your estate plan needs to be absolutely airtight. Here's how to avoid mistakes.

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...
MarketWatch

Your estate plan needs to be absolutely airtight. Here’s how to avoid mistakes.

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...
Florida Today

Veterans who've served honorably deserve peace of mind that comes with a solid estate plan

Estate planning is particularly important for veterans to ensure their special benefits are properly managed. A comprehensive estate plan for a veteran should include a will or trust, powers of ...
WRAL

5 On Your Side: How to plan your digital estate for peace of mind

It’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is being prepared for those situations. You might be familiar with traditional ...
WMUR

Consumer Reports offers tips to help families create a digital estate plan

DIGITAL ESTATE PLANNING CAN MAKE THINGS EASIER IN A CRISIS. HAVING A WILL AND POWER OF ATTORNEY WILL HELP YOUR LOVED ONES FOLLOW YOUR WISHES. BUT THERE’S MORE TO DO. THINK ABOUT YOUR ONLINE ACCOUNTS ...
The Business Journals

Table of Experts: Estate planning

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The Minneapolis-St. Paul Business Journal held a recent ...
Wall Street Journal

How Financial Advisors Play a Role in Estate Planning

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...
planadviser.com

Popular AI Chatbots Struggle With Estate Planning, but Pass CFA Exams

In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial analysts. It is common advice to not depend solely ...
InvestmentNews

AI chatbots were tasked with estate planning queries; here's how they scored

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...
AOL

4 ways to use annuities in your estate plan

When you think about estate planning, wills, trusts and life insurance usually top the list. But annuities deserve a spot in the conversation, too. Beyond providing reliable income in retirement, ...