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?

Estate planning in your 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.

What Do I Do with Estate Plan after Divorce?

New Will 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.

What Kind of Trust Is Right for You?

Estate Planning Gifting

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.

How Do You Divide Inheritance among Children?

Social Security Administration

First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.