Latest
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To Buck the Third-Generation Curse, Focus on the Family Story
The key is to motivate the next generations to contribute to the family business in a productive way. You can look to Lawrence Welk's family as a prime example.
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20 Ways to Clean Up Your Finances This Spring
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
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How Roth Accounts Can Ease Your Tax Burden in Retirement
Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you love.
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This Surprisingly Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. 'Be Prepared.'
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Choosing a Trustee? These Six Tips Can Help You Pick Wisely
How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing the right trustee (and a backup).
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Is Your Cryptocurrency Safe? How to Shield Digital Assets
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help.
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How Savvy Is Your Financial Adviser? Three Ways to Find Out
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you know they're giving good advice?
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
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Create a Family Dynasty for Lasting Security
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies.
