Latest
-
How to Help Your Kids Inherit More Than Just Your Money
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that.
-
Five Tips to Find Financial Harmony With Your Partner
Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place.
-
Are Your Kids Ready to Inherit Your Wealth?
To prepare your children to take over your family's financial legacy, teach them about money as if they were interns on the path to senior management.
-
What We Can Learn from Tony Bennett's Estate Dispute
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
-
How to Fix a Trust Dilemma to Prevent a Tax Bomb
A bypass, or AB, trust splits into two trusts when one spouse in a married couple dies, cutting the estate taxes for beneficiaries.
-
Protect Your Loved Ones With an Estate Plan
Here are eight things you can do to help protect your family.
-
Estate Planning Got You Down? Start With a Will
Financial Planning Estate planning may feel overwhelming. Start with a will and the rest will fall into place.
Financial Planning -
If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
-
Who Will Be the Beneficiaries of Your Wealth?
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind.
