Latest
-
Irrevocable Trusts: Less Control Equals More Asset Protection
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want.
-
Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her.
-
I Didn’t Think I Needed an Estate Plan Until This Happened
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.
-
Asset Allocation for Retirees: Five Things to Consider
Everybody’s retirement is different, so the answers to these questions can help you determine the appropriate asset allocation for you.
-
Intrafamily Loans Can Be a Smart Move to Boost Wealth
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox.
-
Should Your Financial Advisor Get Involved in Family Conflicts?
As an objective third party, your financial advisor could offer insight into financial issues to lessen conflict, but they’re not a mediator.
-
Worried Your Heirs Will Blow Their Inheritance? Make a Plan
Ensuring that younger generations don’t waste the wealth you’ve worked so hard to build starts with careful estate and tax planning.
-
Why Prenups Are Not Just for Celebrities
A prenuptial agreement helps protect your assets in a divorce. Here's what to know
-
The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
