'My brother's wife was diagnosed with terminal cancer, and she will likely require long-term care or hospice.' ...

Financial professionals spend most of their time helping clients plan for the future. Across the sector, the focus is firmly ...

Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money ...

Learn how to effectively manage inheritances and financial windfalls, navigate emotional impacts, avoid common mistakes, and secure your financial future.

( NerdWallet) – We are in the midst of the Great Wealth Transfer, experts say — a predicted titanic pass-down of assets from ...

NIBLEY, Cache County – Utahns are receiving messages and letters about unclaimed money from a deceased relative, or at the very least, someone who shares their last name. But it's an inheritance scam ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Dear Eric: My wife and I will soon receive a small inheritance from the death of one of my relatives. Since we do not need most of this money, we have decided to distribute it among our children and ...

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Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...