Retirement

Estate Planning

News and advice on wills, trusts, probate and estate planning

‘My in-laws are moving in with us, so I’d like them to inherit our home’: Should I download an online will?

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‘My in-laws are moving in with us, so I’d like them to inherit our home’: Should I download an online will?

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Do you want to preserve your land? Cut taxes, not trees with conservation-based estate planning.

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‘My family is dealing with a significant shock’: My father secretly married his caregiver, who is 40 years his junior. She’ll inherit $80 million. What can we do?

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My mom had a trust, so why do we still need probate to settle her estate?

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My mother died 7 years ago. How do we clean up an estate that was never properly probated?

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Update your iPhone: Apple just pushed out an important security update

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‘She needs the money for care’: My 103-year-old grandmother’s adviser bought 5 bank stocks. She lost $300,000. Can I sue?

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Here’s why Wall Street may be overreacting about Apple’s China’s challenges

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Confused about how much to tip? Here is a detailed guide

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Retire to Arizona? Seriously?

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VinFast loses more than $140 billion in market cap in two weeks after week-long nosedive for EV maker

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Nio, Alibaba stocks drop as part of broad selloff in the ADS of China-based companies

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When a cardiologist invited his patients to walk with him in a local park, 100 people showed up. It was the beginning of a global program.

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Cruise travel is back but economic uncertainty may cool future demand

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I’m retiring at 65 with $2 million, an $850,000 home and $3,500 a month in Social Security. Should I follow the 4% rule if I don’t want to leave an inheritance?

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I live in California, and have a financial adviser who is charging 0.84% to manage my $2.3 million portfolio. Should I switch up how I pay her?

Sep. 7, 2023 at 12:09 p.m. ET by Alisa Wolfson
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You don’t need to be rich to have a prenup: Why it can be good for any marriage

Sep. 7, 2023 at 11:13 a.m. ET by Dalia Ramirez
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‘He’s pretty out of his element.’ My father-in-law lost his wife, who had been in charge of their finances. What’s my move?

Sep. 6, 2023 at 2:31 p.m. ET by Alisa Wolfson
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One surprising question you should ask any financial adviser you might hire — their answer could be a huge red flag

Sep. 6, 2023 at 11:06 a.m. ET
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Advisor Investing Michael Schaffer: How to Future-Proof Your Portfolio From AI, ChatGPT

Sep. 5, 2023 at 3:34 p.m. ET by Barron's
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My husband and I have $6 million in retirement and zero debt. What do you recommend for the couple who has everything?

Sep. 3, 2023 at 1:09 p.m. ET by Quentin Fottrell
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I want to give over $600,000 to my adult children. How do I ensure they don’t lose that money in the event they divorce?

Sep. 2, 2023 at 10:44 p.m. ET by Quentin Fottrell
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If you think you can’t afford long-term-care insurance, here are some options   

Aug. 26, 2023 at 9:56 a.m. ET by Morey Stettner
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Not just for rich people: 6 ways we’re messing up inheritances

Aug. 23, 2023 at 10:25 a.m. ET by Richard Eisenberg
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Markets Nvidia’s Earnings Are the Most Important of the Season. Here’s Why.

Aug. 23, 2023 at 6:36 a.m. ET
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4 challenges of LGBTQ+ retirement planning, and what to do about them

Aug. 21, 2023 at 1:08 p.m. ET by Kate Ashford
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Hiring a financial planner? 3 things they don’t want to hear from you.

Aug. 19, 2023 at 1:18 p.m. ET by CD Moriarty
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I’m 24, drive a ‘lousy’ car and save a lot. I’m considering a financial planner to help me invest, but will the investment gains ‘just get sucked up by the fees?’ 

Aug. 18, 2023 at 11:39 a.m. ET by Alisa Wolfson
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I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me? 

Aug. 12, 2023 at 12:52 p.m. ET by Alisa Wolfson
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Finding a financial adviser is like dating — you don’t need to stick with the first person you meet 

Aug. 12, 2023 at 9:06 a.m. ET by Alessandra Malito
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Advisor Planning Strategies Paying for College: Advisors Offer 9 Ways Besides a 529 Plan

Aug. 9, 2023 at 2:57 p.m. ET by Barron's
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For her 18th birthday, I gave my daughter this financial advice

Aug. 7, 2023 at 9:21 a.m. ET by Lazetta Rainey Braxton
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Advisor Practice Management Acquisitive Wealth Manager Mercer Announces 2nd Deal in as Many Days

Aug. 2, 2023 at 3:10 p.m. ET by Barron's
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Widows: Don’t overlook the financial consequences of remarrying

Aug. 1, 2023 at 5:00 a.m. ET by Kerri Fivecoat-Campbell

News and analysis for those planning for or living in retirement

Retirement news and analysis

Jul. 28, 2023 at 2:00 p.m. ET by Jessica Hall