The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Latest
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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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These Are the 2 Legal Documents Everyone Should HaveEvery adult should have a healthcare proxy and power of attorney. They save loved ones time, money and stress if a sudden illness or injury incapacitates you.
By Jared J. Madison, Esq.
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Guide to the Estate Planning Documents Everyone NeedsEstate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner
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Why You Need an Advance DirectiveAn advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
By Jacob Wolinsky
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Infographic: Takeaways From The Trillion Dollar Talk SurveyThe largest wealth transfer in U.S. history is underway but, as our research reveals, families are avoiding tricky conversations about their inheritance plans.
By The Kiplinger Editors
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A Step-by-Step Guide to Being an Estate Executorretirement Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays to understand what the role requires.
By Katherine Reynolds Lewis
retirement
