Latest
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High-Net-Worth Individuals and Estate Planning Under Trump
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time.
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Preparing for an Inheritance: Don't Let Your Blessing Become a Curse
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls.
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Want to Hire a Financial Planning Firm? Five Questions to Ask
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search.
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8 Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there.
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Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
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One Retirement Safeguard You've Never Heard of but Need
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
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Estate Planning for Women: Married, Single, Widowed or Divorced
Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
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How to Support Your Parents Without Derailing Your Finances
Putting your aging parents' financial house in order can give you a clearer picture of where they need support and how to balance that with your own plans.
