Latest
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Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
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Here's How Estate Planning Can Make Your Retirement Easier
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
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Heirs Inheriting Crypto? Don't Make It a Headache for Them
If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
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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.
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Opportunities and Challenges When You Inherit an IRA
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
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This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
