Estate-planning
Latest
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Last updated
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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
By Adam Shell Last updated
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How to Plan Ahead After a Loved One's Dementia Diagnosis
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care.
By Douglas A. Rothermich, J.D. Published
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Are Living Trusts Worth It? Pros and Cons
Living trusts can help manage your assets (and taxes) while you're alive and transfer them after you die, but they have disadvantages, as well as advantages.
By Patrick M. Simasko, J.D. Published
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
By Anna Soliman Published
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Should You Delay Social Security if You're Wealthy?
Here are three scenarios in which you might want to consider claiming Social Security benefits later if you have saved a significant chunk of change.
By Evan T. Beach, CFP®, AWMA® Published
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
By Anne Kates Smith Last updated
estate planning -
Six of the Worst Assets to Inherit
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck Last updated
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How to Talk about Estate Planning with Your Family
It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky Last updated