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Four Tips for Discussing Your Estate Plans at the Holidays
Family gatherings are the perfect time to talk with family members about representing you in your estate plan and to let them know what the expectations would be.
Seven Big Mistakes People Make When It Comes to Estate Planning
You don’t want to leave planning your legacy until the last minute.
By Kiplinger Advisor Collective Published
How to Talk About Your Financial Plan While Passing the Pie
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here’s some advice on getting the conversation started.
By Michael J. Faust, CFA Published
To Protect Your Kids, Consider These Estate Planning Steps
To make sure your children are taken care of if something happens to you, it’s important to appoint a guardian, establish a trust and ensure there’ll be financial support.
By Allen J. Falke, CPA, Esq., LL.M. Published
Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
By Aditi Javeri Gokhale Published
What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
By Katelyn Washington Last updatedEstate Tax
Would You Benefit From a Split Interest Income Trust?
If you have a high income, are selling appreciated assets or won the lottery, a split interest income trust could be a boon to you and a designated charity.
By John M. Goralka Published
6 Great Places to Retire in New England
places to live If you're ready to make that move to New England for your own retirement, we suggest you consider the following spots.
By Stacy Rapacon Last updatedplaces to live
Are You Too Young for Life Insurance?
An even better question is this: Would someone who depends on you for their standard of living suffer financially if you were to suddenly pass away?
By Brianna Gutierrez, Investment Adviser Representative Published
Why You Need a Power of Attorney
Having a power of attorney is critical should the time come when you can’t make health and financial decisions on your own.
By Ella Vincent Published