Latest
-
Is Your Cryptocurrency Safe? How to Shield Digital Assets
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help.
-
How Savvy Is Your Financial Adviser? Three Ways to Find Out
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you know they're giving good advice?
-
10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
-
Create a Family Dynasty for Lasting Security
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies.
-
Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from stock market malaise by using several creative tools. Here's how.
-
Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs.
-
Retirees' Anti-Bucket List: 10 Experiences You Don't Want
Your retirement bucket list is no doubt packed with fun stuff. Here's how to help ensure that you won't get blindsided by things that could have been prevented.
-
Financial Pitfalls to Avoid in Your 30s, 40s and 50s
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress.
-
Retiring Without Heirs: Four Options For Your Estate
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
