Latest
-
What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
-
10 Good Reasons to Revisit Your Will
Life changes often, so taking a good look at your will every three to five years can ensure everything from beneficiaries to changes in the law are up to date.
-
How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
-
Wealth Transfer and Strategic Gifting Opportunities for 2024
Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make 2024 the year to dig into transfer strategies.
-
All About Designating Beneficiaries in Estate Planning
Choosing carefully and updating beneficiaries as your life changes, such as after a divorce, are crucial when planning your estate.
-
Should I Get a Reverse Mortgage? Six Questions to Ask First
The secret to your retirement income could live in your home’s equity.
-
Estate Planning: Who Needs a Trust and Who Doesn’t?
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
-
To Avoid Probate, Use Trusts for Estate Planning
How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.
-
The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
Estate and gift tax exemptions are at an all-time high until the end of 2025. That may seem like a long way off, but setting things up could take longer than expected.
