Estate-planning
Latest
-
Four Things to Know About Managing a Loved One’s Finances
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions.
By Tony Drake, CFP®, Investment Advisor Representative Published
-
How Gig Workers Can Prepare Their Estate and Financial Plans
Freelancers have to be vigilant to keep track of where their money goes, whether it’s to cover daily necessities, saving for retirement or other expenses.
By David Handler, J.D. Published
-
How to Talk about Estate Planning with Your Family
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
By Jacob Wolinsky Published
-
Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
By Tracy Craig, Fellow, ACTEC, AEP® Published
-
How Quitclaim Deeds Can Cause Estate Planning Catastrophes
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child.
By Rustin Diehl, JD, LLM Published
-
Put an Estate Plan in Place
Financial Planning When putting an estate plan in place, start with the basics, like creating a will.
By Janet Bodnar Last updated
Financial Planning -
Six Estate Planning Mistakes Celebrities Made
estate planning As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind.
By Kaitlin Pitsker Last updated
estate planning -
Digital Estate Planning Guide: Get Your Digital Assets in Order
A digital estate plan lets your loved ones know what should happen to your email and social media accounts, photos and more after you’re gone.
By Justin Stivers, Esq. Published
-
What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
By Adam Shell Last updated