Estate-planning
Latest
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated
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This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
By Rustin Diehl, JD, LLM Published
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Three Major Estate Plan Mistakes to Avoid
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass.
By Jay Dorso Published
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Which Type of Power of Attorney Is Right for You?
Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq. Published
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Last updated
retirement -
What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig Last updated
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New to Investing? How to Tell Your CFPs From Your CFAs
It's easy to feel intimidated by industry jargon when you're starting to invest. This guide explains some of the most common terms you need to know.
By Scott McClatchey, CFP® Published
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Estate Planning for Singles: 10 Things You Should Know
How to navigate estate planning as a single person.
By David Rodeck Last updated
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Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust
Few trusts provide this level of multigenerational asset protection.
By John Goralka Published