What Do Your Kids Want to Inherit?

What Do Your Kids Want to Inherit

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.

What Is the Point of a Trust?

What Is the Point of a Trust

Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.

The Benefits of a Good Estate Plan

The Benefits of a Good Estate Plan

Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.

What Happens when You Inherit a Retirement Account?

What Happens when You Inherit a Retirement Account

There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s, and similar accounts that investors fund with pre-tax earnings.

Should I Have a Trust in My Estate Plan?

Should I Have a Trust in My Estate Plan

A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust.

What Is an Estate Plan?

What Is an Estate Plan

Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.

Ask Mom if She has a Will

Ask Mom if She has a Will

My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.