Latest
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Three Estate Planning Documents a Business Owner Can't Afford to Skip
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical.
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8 Rules for Choosing the Right Financial Adviser
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financial adviser.
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The 2025 Estate Tax Exemption
Estate Tax The IRS increased the exemption before the GOP tax bill dropped. Find out how the plan could permanently change the threshold for estate taxes.
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Five Things You Can Learn From Jimmy Buffett's Estate Dispute
The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for conflict resolution.
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Big GOP Tax Bill Could Change Your Estate Planning for 2025
Tax Law The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for your estate plan?
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Why Homeowners Should Beware of Tangled Titles
If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be avoided. Here's how.
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From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook
Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.
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I'm 58 and unexpectedly inherited $650K. Does this change my retirement timeline?
We asked an expert financial adviser to weigh in.
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
inheritance
