estate planning
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Creating a Blended Family? Three Key Steps to Consider
Blended families can make your finances and estate extra complicated, but you can head off some of those issues with careful planning.
By Adam Frank Published
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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?
By Adam Shell Last updated
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Four Tips for Discussing Your Estate Plans at the Holidays
Family gatherings are the perfect time to talk with family members about representing you in your estate plan and to let them know what the expectations would be.
By Allison L. Lee, Esq. Published
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Seven Big Mistakes People Make When It Comes to Estate Planning
You don’t want to leave planning your legacy until the last minute.
By Kiplinger Advisor Collective Published
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How to Talk About Your Financial Plan While Passing the Pie
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here’s some advice on getting the conversation started.
By Michael J. Faust, CFA Published
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To Protect Your Kids, Consider These Estate Planning Steps
To make sure your children are taken care of if something happens to you, it’s important to appoint a guardian, establish a trust and ensure there’ll be financial support.
By Allen J. Falke, CPA, Esq., LL.M. Published
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Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
By Aditi Javeri Gokhale Published
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What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
By Katelyn Washington Last updated
Estate Tax -
Would You Benefit From a Split Interest Income Trust?
If you have a high income, are selling appreciated assets or won the lottery, a split interest income trust could be a boon to you and a designated charity.
By John M. Goralka Published