Do I Need A Trust If I Have A Will?
Do I Need A Trust If I Have A Will? Kristin McKenna Senior Contributor A will and a trust are two different estate planning tools. Consider a will like a high-level set of instructions to be used after you pass…
Estate Planning Made Easier
Estate Planning Made Easier Joseph Milano Forbes Councils Member Forbes Finance Council Estate planning is a complex topic because it involves preparing for a future without you—or without you being able to manage your own finances. No two visions of…
Will Your Estate Plan Be Followed?
Will Your Estate Plan Be Followed? Bob Carlson Senior Contributor Many people put a lot of time into developing their estate plans. That’s especially true when they try to establish legacies that will last for two additional generations or more.…
How Having A Child With Special Needs Impacts Your Retirement Planning
How Having A Child With Special Needs Impacts Your Retirement Planning Caleb Harty CFP Forbes Council How Having A Child With Special Needs Impacts Your Retirement Planning. Having a child with special needs can come with all sorts of…
Your Parent Didn’t Have A Will: What Should You Do Now?
Your Parent Didn't Have A Will: What Should You Do Now? Christine Fletcher Contributor Mom or dad has passed away and despite your requests over the last few years for them to see a lawyer and do a will, they…
How To Create a Strong Succession Plan for Your Business
How To Create a Strong Succession Plan for Your Business Are you thinking about retiring from business? Or maybe your business is finally going well and you want to make sure it continues the way you want it to. Business…
7 Ways New Voting Laws Can Affect People With Disabilities.
7 Ways New Voting Laws Can Affect People With Disabilities. Andrew Pulrang Contributor / Forbes.com 7 Ways New Voting Laws Can Affect People With Disabilities. A July 13, 2021, Opinion piece in the Washington Post, by Katrina vanden Heuvel, offered…
You’re An Executor…Now What?
You’re an executor…now what? By MassMutual Staff You're An Executor, Now What? Being trusted with handling a loved one’s estate is an honor. It’s also a taxing job at the best of times, mentally and, often, emotionally as well. Those…
Business Succession Planning: 5 Ways to Transfer Ownership Of Your Business
Business Succession Planning: 5 Ways to Transfer Ownership Of Your Business WRITTEN BY: Robert Newcomer-Dyer Business succession planning is a series of logistical and financial decisions about who will take over your business upon retirement, death, or disability. To write a…
Getting Paid to Care for Mom or Dad. Are You Eligible?
Getting Paid to Care for Mom or Dad. Are You Eligible? Introduction Many adult children wonder if they can be compensated for the countless hours that they spend caregiving for their aging parents. This is especially true with those family…