You’re Trapped: Rachel Cruze on In-Law Property Control
A couple funded half a home, yet their ownership rests with their in-laws. Rachel Cruze explains why deeds, wills, an...
estate planning
Explore the estate planning tag to access 5 practical articles on wills, taxes, retirement, and asset protection, helping you safeguard your family's finances and plan confidently.
60 articles
What Would Tell Couple with $4.2M Do About a Down Payment
A couple with $4.2 million in retirement assets faces a $200,000 request from their 32-year-old daughter to fund a do...
401(k) Beneficiary Mistake That Sends Money to Ex-Spouse
A retiree’s unexpected death triggered a $620,000 401(k) payout to an ex-spouse due to an outdated designation. Exper...
Investing for Parents: Want Late Parents $1,000? A Plan.
A family debates paying elderly parents $1,000 a month for babysitting, but opts to fund an investment for the parent...
Joint Bank Accounts with Parents Could Expose You to Debts
As families navigate aging-parent care, adding names to bank accounts can backfire, exposing both sides to liabilitie...
Your Power of Attorney Can’t Pay Bills Without This One Thing
As digital assets grow, two-factor authentication gaps threaten bill payments. This report outlines practical steps t...
Alex Murdaugh Walked Conviction and Your Finances Today
A courtroom twist showed how quickly legal drama can upend finances. This deep dive draws practical money lessons fro...
Kouri Richins Wrote Grief: A Lesson for Personal Finances
A grieving widow, a bestselling grief book, and a courtroom drama collide in a way that reveals hard-won money lesson...
Americans Have Will Gap Persists Despite Inheritance Intent
A new study finds 61% of American adults still do not have a will, with Gen X leading the gap even as many say they p...
Kouri Richins’ Sons Asked: What It Means for Family Finances
A mother’s high-profile case shines a light on how families should plan finances for uncertain futures. Learn how to ...
Alex Murdaugh Convicted Killing: Wealth and Risk Lessons
A high-profile murder case can rewrite the map of your finances. This article uses the Alex Murdaugh case to show pra...
Gen Z Tops Inheritance Plans in Northwestern Mutual 2025 Legacy
A new study finds Gen Z is most likely to intend leaving an inheritance, surpassing older generations and shaping how...
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