Latest
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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New 2025 Estate Tax Exemption Announced
Estate Tax The IRS just increased the exemption as we enter what could be the final year of TCJA.
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What Assets Should Not Be Placed in a Revocable Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. But what assets should or should not be placed in a trust?
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Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
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Limited Liability Companies (LLCs): How Assets Are Protected
An LLC can prevent problems with assets within the LLC from affecting assets outside the LLC, but there are limits to asset protection.
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Murdochs' Dispute Highlights Benefits of Trusts in Nevada
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
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Take Advantage of National Estate Planning Awareness Week
Is an estate plan something you need? There’s a whole week set aside that says you do.
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
