Latest
-
Estate Planning: How to Protect Family Treasures
Items like antiques, art and jewelry, as well as family photos, can carry huge emotional ties. The more specific you are in your plans, the better for everyone.
-
Do You Have to Take Money Out of Your Inherited IRA?
A reprieve for adult children and other non-spouse beneficiaries of inherited IRAs will end in 2025.
-
Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
-
Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
estate planning -
Six of the Worst Assets to Inherit
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
inheritance -
10 Financial Situations Where You Might Want to Consult a Professional
There’s no shame in asking for help, especially when it comes to your finances.
-
Repeal the Death Tax? These Are the Taxing Trade-Offs
Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.
-
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.
-
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.
