Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
How Should I Handle an Inheritance?
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
Is Succession Planning for Business Owners a Good Idea?
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
Do I Need More than a Will?
You should be aware of what a will can’t or shouldn’t do.
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
Do Grandchildren Get Some of the Estate If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
What Does the Role of Estate Executor Entail?
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate.