Retirement

Estate Planning

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

‘It feels like a nightmare’: My siblings hid our father’s will, which would have left me $135,000. What can I do?

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‘It feels like a nightmare’: My siblings hid our father’s will, which would have left me $135,000. What can I do?

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Crypto in your retirement investments? 4 principles to remember before you do anything.

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My wife and I have a $5 million estate — and no children. She has four nieces and I have one. Should we split our estate 5 ways?

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Two 25-year-old financial planners suddenly found themselves in the role of family caregivers—here’s what they learned

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Leave a legacy: Use planned giving to control wealth now and give to charity after you’re gone

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My 8-year-old son was given $35,000 in gold bars. Do we hold onto them — or sell and invest the money?

Rivian shares drop 7% after EV maker plans to offer convertible notes

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Here’s a 6.17% savings account — and 9 other high-yield savings accounts with high APYs in October 2023

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Why home insurance premiums have skyrocketed

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How rapidly rising Treasury yields are shaking up financial markets — in 5 charts

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‘Bond king’ Bill Gross says investors should shun stocks and bonds. Here’s what he’s buying instead.

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We have $760,000 saved and $10,000 a month in Social Security and pensions. Should we donate our RMDs to charity?

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‘What happens if we marry?’: My boyfriend gives his daughter $3,000 a month and pays for his ex-wife’s car. Is this a problem?

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India emerges as mighty contender for China’s factory floor crown

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Banks are bracing for a recession as Treasury yields surge

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3 common retirement dreams that can become big disappointments

Sep. 27, 2023 at 1:24 p.m. ET by Christine D. Moriarty
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‘I couldn’t sleep last night.’ I’m 58 with $620K in my 401(k) and a $1.7M house — but live in California. What’s my move? Should I hire a pro?

Sep. 23, 2023 at 6:35 p.m. ET by Alisa Wolfson
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Even when he loses money, he charges me 1%. So should I get a new financial adviser?

Sep. 22, 2023 at 9:36 a.m. ET by Alisa Wolfson
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Is $1 million enough to retire on? Maybe not, say 1 in 3 rich people. Here’s what to do to try to avoid outliving your savings now.

Sep. 20, 2023 at 6:30 a.m. ET by Alisa Wolfson
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Advisor Practice Management Carlyle Takes Stake in Captrust, Values Wealth Manager at More Than $3.7 Billion

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Sep. 19, 2023 at 7:00 a.m. ET by Barron's
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Financial Planning From Mom-and-Pop Shops to Powerhouses: Here Are Barron’s Top Independent Financial Advisors

Sep. 15, 2023 at 4:00 p.m. ET by Barron's
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Financial Planning Executives Want Financial Counseling. Here’s Where They Can Find It.

Sep. 15, 2023 at 4:00 p.m. ET by Barron's
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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. 9, 2023 at 3:41 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. 9, 2023 at 2:02 p.m. ET by Dalia Ramirez
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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. 9, 2023 at 9:54 a.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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Do you want to preserve your land? Cut taxes, not trees with conservation-based estate planning.

Sep. 5, 2023 at 11:15 a.m. ET by Christina Leimer
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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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My mother died 7 years ago. How do we clean up an estate that was never properly probated?

Sep. 2, 2023 at 10:10 a.m. ET by Harry Margolis
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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