Latest
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How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate
Equally sharing the wealth among the kids isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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Do You Know a Financial Hoarder? 4 Steps to Untangle the Mess
Accumulating assets for the sake of accumulation can leave behind overwhelming chaos for heirs. Ignoring the problem will only make it worse.
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Divorcing a Trustee: Do You Need a Prenuptial?
For any corporate trustee you choose, there should be some minimum requirements, and it’s best to check its reputation ahead of time to find out if its trust relationships end amicably.
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Give Cash Now, Cut Your Estate Tax Later
taxes During this season of giving, take advantage of the annual gift tax exclusion before the year ends.
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What Assets Should You Put (or Not Put) in Your Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. While some assets belong in a trust, what assets cannot be placed in a trust?
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I'm a New Widow. Who Are the Experts I Should Consult?
A support network of experts who can help a new widow can be just as important as your personal support network at such a difficult time.
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3 Key Things to Consider Before Agreeing to Be a Guardian in a Trust
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
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33 States with No Estate Taxes or Inheritance Taxes
retirement Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
