YOUR RETIREMENT
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PLAN, SAVE & MAKE YOUR MONEY LAST
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Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.
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A growing number of initiatives let individuals make tiny loans to poor entrepreneurs.
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Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
GRAND IDEAS
Budding philanthropists can invest their money and give to their favorite charities.
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Want to pass on your values to the next generation? Set up a rewards system with an incentive trust.
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Smooth the transition when handing the reins of your company to the next generation.
ARCHIVES
Are you the heir to shares of a failed company? There may still be time to take a loss on stock that no longer holds value.
The future of the estate tax is more certain now than it's been in years.
This is no time for shortcuts. Learn what you should do to make sure your final wishes are carried out.
Tax-deferred assets can grow for decades if your heirs don't make mistakes.
If you've been asked to serve as an executor, lay the groundwork now.
If parents don't designate beneficiaries for their investments, their wills or the state will determine who inherits the assets.
Bail out your kids with gifts or loans, as long as you don't endanger your retirement nest egg.
Life is ever-changing and so are your estate-planning needs. Here are seven situations in which you'll want to re-evaluate your will.
Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.
Save time, money and hassle by steering assets away from the probate process when you die.
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CALCULATOR: WILL YOUR SAVINGS MEET YOUR NEEDS?
Try our new retirement savings calculator to see if your nest egg will provide you enough income in retirement.
Top 5: YOUR RETIREMENT TOOLS
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