Latest
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What Assets Should Not Be Placed in a Revocable Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. But what assets should or should not be placed in a trust?
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Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
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Limited Liability Companies (LLCs): How Assets Are Protected
An LLC can prevent problems with assets within the LLC from affecting assets outside the LLC, but there are limits to asset protection.
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Murdochs' Dispute Highlights Benefits of Trusts in Nevada
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
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Take Advantage of National Estate Planning Awareness Week
Is an estate plan something you need? There’s a whole week set aside that says you do.
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
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You're 62 Years Old With $1 Million Saved: Can You Retire?
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning.
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Six Reasons to Have Life Insurance
The peace of mind from knowing your family is financially protected if something happens to you is invaluable, but there are other compelling reasons, too.
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Should You Change Your Estate Plan Before the Election?
You might need to modify your estate plan before the election — or at least before a new administration.
