Estate-planning
Latest
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Could Political Arguments Ruin Your Estate Plan?
If you're arguing with loved ones over politics, consider taking a step back before cutting them out of your estate plan. The consequences could be serious.
By Patrick M. Simasko, J.D. Published
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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
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Let's Talk About Life Insurance
Here's why it's so important to have a family conversation about life insurance and financial planning. It may be easier than you think.
By Kevin Brayton, MBA Published
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger Last updated
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Smart Ways to Manage an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updated
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Estate Planning for Women: Married, Single, Widowed or Divorced
Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao Published
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From Trusts to Taxes: Is Your Estate Plan Ready?
Leaving a legacy can't be left up to chance. You need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust.
By Brian C. Large, CLTC Published
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Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
By Christopher F. Tate, J.D. Published
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Getting Started on Estate Planning: Key Actions to Take
Sponsored Use this checklist to create an estate plan that reflects your goals and values.
By Ameriprise Financial Published
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