Latest
-
How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
-
Revocable Living Trusts: The Good, the Bad and the Ugly
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.
-
Why You May Need a Medallion Stamp
Transferring securities from one account to another often requires this extra step.
-
How Women Can Handle Their Growing Wealth Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
-
Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving family money beyond a few generations isn't an easy task.
estate planning -
Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
-
Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.
-
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.
-
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.
