Latest
-
Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
-
Smart Ways to Manage an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
inheritance -
Estate Planning for Women: Married, Single, Widowed or Divorced
Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
-
From Trusts to Taxes: Is Your Estate Plan Ready?
Leaving a legacy can't be left up to chance. You need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust.
-
Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
-
Getting Started on Estate Planning: Key Actions to Take
Sponsored Use this checklist to create an estate plan that reflects your goals and values.
Sponsored -
This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
-
Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
-
Four Common Misconceptions About Life Insurance
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
