Latest
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Nine Types of Trusts for High-Net-Worth Estates
Trusts can help high-net-worth estate owners protect their assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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Empowering Widows: Five Goals for Financial Security in 2025
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability.
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Gifting While You're Alive and Kicking: Tax Benefits and Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
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Three Ways to Help Your Adult Children Without Spoiling Them
Retired and lucky enough to have extra money? Consider these three positive and practical ways to help out your adult kids financially.
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
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Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
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What the Great Wealth Transfer Means for Financial Advisers
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.
