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  1. PJT Partners Inc. Appoints James Costos to Board of Directors

    PJT Partners Inc. Appoints James Costos to Board of Directors

  2. Best Practices for Adult Children Helping Their Parents With Their Finances

    Morningstar readers share tips for parental portfolio management, estate planning, and navigating the health-care maze.

  3. The Old Beneficiary Problem

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  4. 10 Vital Estate-Planning Steps

    No one really wants to think about dying. It's a reality, however, and one for which no one's so far found an escape clause. Although planning for the end of life may be uncomfortable, think of it as a gift to your family. By getting your affairs in order, you will save them a great deal of anxiety ...

  5. Speaking the Language of Estate Planning

    Before you die, there are some things you really should do. You should enjoy life, spend time with your loved ones, take a great trip, learn something, and give thanks every morning for being alive. All that's a given. Here's something else you should do before you die: Plan your estate. There are ...

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