A Good Move to Make during the Pandemic
The COVID-19 crisis isn't just costing Americans their freedom and jobs; it's also forcing millions to contemplate their own mortality.
Do I Need to Be Wealthy to Set Up a Trust?
If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
Why Is Estate Planning more Complicated with a ‘Gray Divorce’?
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
What Will Happen to Jeffrey Epstein’s Estate?
Two days before he died in what was ruled a suicide in a Manhattan jail cell, Jeffrey Epstein signed a will that put all of his holdings into a trust.
Do You Think Everything Is All Set with Your Estate Plan?
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Do I Need a Revocable Living Trust?
Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
How Do I Do the Most with My Inheritance?
You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.
Coronavirus News Should Make You Think about Estate Planning
Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
Ozzy Osbourne and Sharon Osbourne Have an Estate Plan
Ozzy Osbourne and Sharon Osbourne plan to pass on their significant fortune to future generations of their family.
How Does the Death of Prince’s Brother Impact the Late Rock Star’s Estate?
The death of Prince’s brother Alfred Jackson, along with his contested will, are raising new questions in the endlessly complicated efforts to settle the legendary musician’s estate, including whether a California man with a reputation for cozying up to celebrities will end up with one-sixth of Prince’s riches.