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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?
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7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common.
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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.
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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.
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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.
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
