What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
Estate Planning Brings Peace of Mind
Estate planning is a key piece of a comprehensive retirement plan.
What If Your Nest Egg Runs Dry in Retirement?
Americans say this is where they would turn, if they found themselves in a financial crisis during retirement.
Consequences of Inheritance: Benefit or Burden?
One of the biggest conundrums of estate planning is considering how, or even if, you can give money or property to your heirs in a manner that will help them.
What Do I Do with Estate Plan after Divorce?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
Some of Most Famous (or Infamous) Estate Planning Mistakes
If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
How Can I Pass Wealth to My Children and Grandchildren?
Inherited assets come with benefits, along with some burdens
