Latest
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Should You Own Your Home in Your Trust?
estate planning Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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Prince’s Estate Is a Royal Mess: 5 Ways You Can Do Better
estate planning Six years of legal wrangling later, Prince’s estate is finally moving forward. Here are five critical mistakes he made that all of us can learn from.
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Your Vacation Home Needs an Estate Plan!
estate planning There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.
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What to Do When a Family Member Needs a Guardian
estate planning Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
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A Charitable Trust With Many Benefits for Retirees
Charity You can use a charitable remainder trust to help support causes you love and leave money to heirs in a way that mimics the old "stretch" IRA.
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Uncomfortable Lessons I Have Learned in Estate Planning
estate planning A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.
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From Facebook to iTunes to Amazon, You Need a Digital Will!
estate planning Online accounts and digital media are valuable, and they could be misused, locked up or even lost if you don’t take the right steps. Your estate plan isn’t complete unless you’ve accounted for your digital assets.
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Will It (My Home, My Life Insurance, Etc.) Be in My Estate?
estate planning This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
