Latest articles by Casey Robinson, CFP
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How Codicils Can Simplify Updating Your Will as Life Evolves
retirement Writing a will is probably not something you want to do more than once. So, if things have changed since you finished the process, and you don't want to start over, you could consider crafting a codicil instead.
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A Guide to the Softer Side of Estate Planning
retirement Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake.
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College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better
Paying for College Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. And even after you check those boxes, you might want to consider the alternatives.
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Why Wealthy Kids Don't Just Have It All Made in the Shade
retirement To set your children up for success, money isn't the only factor. Parents have some major money lessons to teach, or they risk a rocky wealth transfer.
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How to Avoid Being Robbed Blind After You Die
retirement Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practices.
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What Type of Trust Solution is Best for You?
retirement A trust is a valuable tool to leave a legacy and plan for taxes, but only if you set it up so that it works just as you intended. Unfortunately, people tend to make one very common, and basic, mistake.
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8 Reasons Why Your Estate Plan May Now Be Worthless
retirement Most people hate reviewing their estate plans, and I can’t say I blame them.
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8 Signs Your Estate Plan May Be Worthless
retirement If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up.
