Retirees Burdened with Debt: What’s the Most Common?
Talk to just about any financial adviser, and they will urge you to enter retirement without debt. However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.
Should Each Child Get Equal Inheritance?
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
What Documents are Needed in an Emergency?
If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
How Safe Are Your Aging Parents?
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
Can a 529 Plan Help with Estate Planning?
You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
What about House Contents when Someone Dies?
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
What Is the Purpose of a Pet Trust?
Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.
Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
It Is Important to Update Your Estate Plan
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
Are You Ready for 2026?
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
