Latest
-
Six Essential Retirement Strategies for Baby Boomers
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan.
-
Six of the Worst Assets to Inherit
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
inheritance -
11 Tips for Talking to Your Aging Parents About Their Finances and Future Care
Such a sensitive subject requires a careful approach.
-
A Letter of Wishes: No Legal Power But Powerful Nonetheless
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes.
-
Six of the Best Assets to Inherit
inheritance If you really want to help your heirs, these are some of the best assets to leave them.
inheritance -
With Irrevocable Trusts, It’s All About Who Has Control
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
-
How to Help Your Kids Without Ruining Your Retirement
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.
-
How to Choose Your Trustee or Executor of Your Will
Above 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.
-
What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
Estate Tax
