You’ve Received an Inheritance. Now What?
Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a lucky lottery winner?
Your Will Isn’t the End of Your Estate Planning
Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.
Worried about a Spouse Needing Nursing Home Care?
Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when they first got married.
Are You Spending Your Children’s Inheritance?
A key financial question for retirees, is what to do with their hard-earned retirement savings. For example, some investors may find it more fulfilling to provide a college fund for grandchildren, rather than purchase a second home for themselves. The opposite can also be true, and that's okay.
Surviving Spouse Needs An Estate Plan
What’s going to happen when you die? If your husband died without a will, you probably don’t have an estate plan of your own. Get one.
How Do I Plan for a Blended Family?
After a period of divorce or widowhood, you, your newly beloved and your respective children are about to become a ‘blended family.’ You and you partner will be creating a new family dynamic, which will hopefully be rewarding, but can be fraught with challenges, if little attention is paid to the consequences of the relationships.
What Do Parents Need to Know About Writing a Will?
Preparing a will is one of the most important steps a parent can take to protect their family.
Empty Nest? Time to Focus on the Nest Egg
Each child reduces the household wealth of Americans between the ages of 30 and 59 by about 3% or 4%, according to data from the Center for Retirement Research at Boston College.
Who Pays What Taxes on an Inherited IRA?
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into her estate account, how will this money be taxed?