Latest
-
Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
-
5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
-
You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
-
Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
-
Leave Your Life Story as a Legacy for Your Heirs
Here are eight resources to help pass your life story on to your family. How do you want to be remembered?
-
7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common.
-
18 States With Scary Estate and Inheritance Taxes
Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
Estate Tax -
Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
-
Want Your Kids to Inherit? You Need an Asset Protection Plan
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
