Latest
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Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust
Few trusts provide this level of multigenerational asset protection.
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Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
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Longevity Illustrator: Find Out How Long You Might Live
Knowing how long you might live in retirement is critical as you plan your retirement income. Longevity illustrators can offer valuable insights.
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Could Political Arguments Ruin Your Estate Plan?
If you're arguing with loved ones over politics, consider taking a step back before cutting them out of your estate plan. The consequences could be serious.
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How to Get Dual Citizenship
Dual citizenship with countries like Italy, Greece and Saint Lucia has some obvious attractions — but there are drawbacks and hoops to jump through, too.
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Medicare Advantage Denials Increase
You might get a denial from a Medicare Advantage provider if you seek prior authorization for certain medical care.
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Rattled by RMDs? Look No Further
The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.
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Three Reasons for Retirees to Lease a Car Instead of Buy One
If you're not commuting any longer, the annual mileage caps on leases may not be a concern, and who can complain about getting a new car every three years?
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Six Estate Planning Mistakes Celebrities Made
estate planning As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind.
estate planning
