Latest
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
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Protect Your Social Security with a Retirement Safeguard You've Never Heard Of
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
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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.
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Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.
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Eight Ways to Financially Plan Your Way Through Challenging Times
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty.
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Ask the Editor — Reader Questions on Gifts, Estate Tax
In this week's Ask the Editor Q&A, we answer tax questions from readers on gifts, the estate tax and stepped-up basis upon death.
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Get a Free Will or Trust, Online, in Under an Hour
Create a state-specific, attorney-approved will or living trust — at no cost and in less than one hour — with Fifth Third Bank.
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Donating Complex Assets Doesn't Have to Be Complicated
If you're looking to donate less-conventional assets but don't know where to start, this charity executive has answers, such as considering a donor-advised fund (DAF) for its tax benefits and ease of use.
