Retirement
News, insights and expert analysis on retirement from the team at Kiplinger.
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Which Type of Power of Attorney Is Right for You?Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq.
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Estate Planning and Unequal Inheritances: Talking Is KeyOpen communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D.
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An 'Equal' Inheritance for All the Kids Doesn't Always WorkHere are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
By Tracy Craig, Fellow, ACTEC, AEP®
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Why So Many Families Are Unprepared for the Great Wealth TransferPassing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
By Diane Harris
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How to Talk to Your Adult Kids About Their InheritanceThe Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
By Cameron Huddleston
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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.
By John M. Goralka
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8 Steps to Take When Settling an Estate as the ExecutorBeing the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
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How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
