Latest
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Leaving an Inheritance? Is It Better to Give to Kids Now or Later?
Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the kids and tax issues.
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Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch
No one else in this financial planner’s family has any interest in the sports memorabilia he’s accumulated. But he’s made a plan and has some advice for people like him.
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What to Do When Someone Dies: A Checklist
estate planning It’s easy to overlook an important task after a loved one passes away. Follow this checklist to help make a challenging time less confusing.
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When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live.
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Estate Planning Tips: How to Pick POAs, Health Surrogates and Trustees
estate planning Before you add to your estate planning documents the names of the people you want to carry out your wishes, consider these tips.
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Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Caring for Aging Parents Takes Planning Ahead and Patience
Having legal documents in order and planning for the cost of care will help make an already difficult time a little bit easier to handle.
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Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place.
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Financial Planning Should Be Intergenerational
Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning.
