Estate Planning at Any Age: Getting an Early Start
No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.
Should You Disinherit a Child?
Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.
How to Handle an Inherited Business
Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.
Are Your Beneficiaries Up to Date?
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
What Should Be on Your Wealth Management Watch List This Year?
It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?
How to Protect Your Finances as You Age
An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.
5 Tips for Talking to Your Parents About Their Finances
Aging parents face unique challenges when it comes to their finances. Here's how you can help them manage their wealth in their golden years.
Caring for Your Finances if You're Suddenly Single
If you find yourself suddenly single, you might have to make major financial decisions. Read this article to learn how to manage your finances during the transition.
Should You Start Giving Money to Your Heirs Now or Leave a Bequest?
Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.
Selecting a Trust to Suit Your Needs
There are nearly as many types of trusts as there are individual circumstances.