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 Published
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Four Do’s and One Don’t to Help Protect Your Inheritance
If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
By Brian Gray Published
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Three Details That Matter for a Successful Retirement
Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that.
By Mark Gelbman, CFP® Published
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Published
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A Donor-Advised Fund Can Give Your Charitable Giving a Boost
Save on taxes and donate more to your favorite charities by using a donor-advised fund, or DAF. Here’s how to maximize your giving with this strategic approach.
By Samuel V. Gaeta, CFP® Published
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Six Essential Retirement Strategies for Baby Boomers
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan.
By Justin Stivers, Esq. Published
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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 Published
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11 Tips for Talking to Your Aging Parents About Their Finances and Future Care
Such a sensitive subject requires a careful approach.
By Kiplinger Advisor Collective Published
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A Letter of Wishes: No Legal Power But Powerful Nonetheless
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes.
By Steve Lockshin Published