How to Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide
Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.
Affluent Parents Maximize Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
Should I Ask Mom and Pop about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
The Ultimate Retirement Bucket List: A Prescription for Mental Health
A bucket list is not just a collection of dreams – it’s a prescription for mental well-being in retirement. By staying active, engaged, and focused on meaningful goals, older adults can cultivate a sense of purpose and fulfillment that carries them through their later years. What are you waiting for? Start making your ultimate retirement bucket list today.
Estate Planning Strategies Support Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
Post-Divorce Tax Planning for Women
The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
How Do I Protect My Spouse and My Children in a Second Marriage?
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Navigating the Financial Journey Living to 100
In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity.
Rethinking Retirement
When contemplating retirement, a review of the past, present, and future highlights the relatively recent and complex evolution of this modern concept.
