Estate-planning
Latest
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How Getting Married Affects Your Social Security Benefits
Once you tie the knot, your Social Security benefit will be forever tied up with your spouse’s — and that can be a good thing if you understand how it works.
By Patrick M. Simasko, J.D. Published
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Smart Ways to Handle 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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Leaving Property to Multiple Heirs? What to Consider
A family meeting is essential to determine whether your heirs want the property, and then it’s a matter of choosing the legal arrangement.
By Patrick M. Simasko, J.D. Published
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Choosing Your Trustee: These Are the Common Options
A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA Published
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
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10 Things You Should Know About Estate Planning for Singles
A guide to how to navigate estate planning as a single person.
By David Rodeck Published
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Ins and Outs of Domestic Asset Protection Trusts (DAPTs)
You can create this type of self-settled irrevocable trust to protect your assets for yourself, rather than for someone else, but there are limits.
By Rustin Diehl, JD, LLM Published
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When Is the Perfect Time to Buy Life Insurance?
This is not an easily answered question, other than 'when you're the youngest and healthiest you can be.' Your occupation, habits and extracurricular activities will also affect your premium.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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How (and Why) to Talk Money at Your Family Dinner Table
Believe it or not, your teenagers want to hear what you have to say about money and your family’s financial decisions. But be willing to listen, too.
By Aditi Javeri Gokhale Published