Latest
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I’ve Inherited a Lot of Money. Now What?
estate planning First, put all major decisions on hold. A financial planner can help you come up with a plan that addresses your goals, dreams and needs.
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You’re Not Too Young for an Estate Plan: 7 Essentials for Your 20s and 30s
estate planning Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You — and the people you love — will be glad you did.
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Why Do I Need a Trust?
estate planning A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Concerned about fraud? These are just a few of the many reasons to consider a trust.
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How Community Property Trusts Can Benefit Married Couples
estate planning Getting a step-up in basis when each spouse dies can be a big tax advantage, one that has not been available to those who live in common-law states. However, it may now be – through a community property trust.
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Create a Special Needs Plan That Goes the Distance
estate planning Getting the services needed for a person with a disability can take some careful planning, considering some important benefits programs limit the assets owned to just $2,000.
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Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
estate planning When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two objectives.
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Should You Treat Your Kids Equally in Your Will? 12 Financial Planners Weigh In
retirement What's the "fair" way to divide an estate? Many parents think they should divvy things evenly among their children ... but that can backfire. So what's the right answer?
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Guardianships Should Be a Last Resort – Consider These Less Draconian Options First
estate planning We all want to protect vulnerable people from harm, but taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
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Should I Hire an Estate Planning Attorney Now That I Am a Widow?
estate planning Many estates are simple enough where no help is needed, but there are several situations where anyone would be much better off getting some professional support.
