Latest
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Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Caring for Aging Parents Takes Planning Ahead and Patience
Having legal documents in order and planning for the cost of care will help make an already difficult time a little bit easier to handle.
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Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place.
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Financial Planning Should Be Intergenerational
Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning.
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Am I Going to Be OK in Retirement? Yes, With Focus on 5 Key Areas
All it takes is protecting what you save, having an income plan, knowing your health care options, reducing your tax burden and making an estate plan.
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Estate Planning? 3 Ways to Know If Your Financial Adviser ‘Gets It’
If they understand the value and mechanics of estate planning, they can offer you peace of mind and the support your loved ones will need when you’re gone.
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Funeral Planning Can Prevent Further Grief
Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.
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Getting an Inheritance? Here Are 4 Things to Consider
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
