Latest
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Updating Your Estate Plan? Don’t Make These Top Mistakes
estate planning You’re making the effort to stay on top of your estate plan. That’s great! Now don’t mess it up. Here is how to avoid five of the biggest blunders people often make.
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Marriage: When You’d Rather Not
estate planning Same-sex couples planning for a long-term commitment need to have the right estate planning documents in place, whether they are married or not.
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Remember, You’re Worth More Than Your Money
estate planning When it comes to estate planning, it’s time for us all to look beyond the money … with an ethical will.
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Estate Planning: A Special Trust for Special Needs Children
Caregiving Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
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How Amy Schumer’s Openness on Trichotillomania Made Me Inject Purpose into My Estate Plan
estate planning If a charity holds a special place in your heart, here are three practical ways you can support it through your estate plan.
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Beneficiary Designations: 5 Critical Mistakes to Avoid
retirement You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Here's how to help avoid the five most common mistakes.
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Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind.
estate planning How much is too much to leave your children? You may be surprised.
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4 Tax-Smart Ways to Share the Wealth with Kids
estate planning Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
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Don’t Throw Away a $12.06M Estate Tax Exemption by Accident
estate planning Many married couples fall into the “portability trap.” They fail to file an IRS form after one spouse dies and accidentally forfeit a massive federal estate tax exemption.
