Latest
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Four Reasons Retirees Need a (Revocable) Trust
Just because an estate attorney or ad recommends a revocable trust doesn’t mean you actually need one. However, maybe one of the following situations applies to you.
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What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence.
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One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
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How to Handle Estate Planning for Multigenerational Living Arrangements
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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In Estate Planning, Your Values Can Play a Key Role
Parents who want to maintain some control over an inheritance and promote their values after they’re gone can leave a portion, or all, of their estate in further trust.
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How — and Why — to Give to Your Grandkids
A guide to giving funds and wealth to your grandchildren, including arguments for why you should.
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Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
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Inherited Retirement Plan? How to Easily Understand Payout Rules
Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.
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Joint Account With Rights of Survivorship and Alternatives Explained
inheritance Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
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