Personal Finance Advice and Commentary

Monday, May 04, 2015 11:47 am
By Judy Martel ·

The question of how much to leave to heirs is a sticky one for wealthy parents.

Wednesday, April 15, 2015 10:08 am
By Jennie L. Phipps ·

Retirement adviser Mark Zoril says if you can afford it, don’t feel guilty about helping your grown children.

Wednesday, September 24, 2014 3:05 pm
By Dr. Don Taylor ·

The CFPB’s interpretive rule makes it easier for heirs to be named on the mortgage without triggering the ability-to-repay review by the lender.

Thursday, August 21, 2014 3:55 pm
By Jennie L. Phipps ·

Digital companies like Facebook and iTunes make you sign agreements that prevent your heirs from accessing your accounts, but new legislation may change that.

Monday, August 18, 2014 7:05 am
By Judy Martel ·

The reason so many families suffer a reversal of fortune isn’t because of the money itself.

Monday, August 04, 2014 6:05 am
By Judy Martel ·

For the rich and philanthropic, it can be a challenge to bypass potential family heirs.

Friday, May 09, 2014 3:38 pm
By Judy Martel ·

The rich want to leave a legacy, but many are overspending.

Monday, January 13, 2014 7:00 am
By Judy Martel ·

One of the biggest conundrums for wealthy parents is how to teach their kids the value of work.

Wednesday, October 06, 2010 10:00 am
By Judy Martel ·

Leaving a legacy usually involves more than just figuring out how to divide up assets so the inheritors don’t go to court. The best plans include letting your heirs know how you feel about wealth. One way to do that is in a letter. In fact, you may not even share the letter with heirs,