Estate Planning
News and advice on wills, trusts, probate and estate planning
News and advice on wills, trusts, probate and estate planning
Make 2021 your year of wellness—including financial wellness
There are differences between IRA and 401(k) beneficiaries
Even in times of crisis, making sense of last wishes, estate documents and housework can make all the difference one day.
This letter writer asks: ‘Is it wrong to leave funds passed down from generation to generation solely for my daughter, and leave other funds to my new wife?’
‘It just seems a little harsh that I can only have the house to live in and not sell, if I need the money for future medical expenses. He’s very controlling of his money.’
Trusts can help reduce estate taxes and give you added flexibility on how assets get divided up after your death.
Elder mediators guide families to bridge differences
Now is the time to organize your documents and last wishes.
Before we close the books on 2020, there are a few pieces of business to attend to when it comes to your financial health and wealth.
Charitable giving should be considered within a broader wealth strategy
You don’t need to understand dark pools or even what the Dow Industrials did today, but you do need to know the state of your personal finances. Think like a CEO, and use this checklist to manage your money like a boss.
Despite their growing economic clout, many women still aren’t managing their money.
If you get it wrong, you could save too little, too much, or end up working too long.
Here’s what to know about using a reverse mortgage to convert retirement assets.
They are more interested in advance care planning than older adults perceive; here's how to start the conversation.
As we reflect on the challenges of 2020, we could all use a little financial self-care
The RIA’s managing partner says 2020’s disruption is permanent: Work from home is here to stay and ESG investing is bringing families together. But M&A is easier said than done for a white-shoe wealth management firm.
