Blog

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

There’s an increasing number of older adults who must address this issue. The divorce rate among U.S. adults 50 and older doubled between 1990 and

If you have or think you might eventually have a total net estate worth more than $5,450,000 for an individual or $10,900,000 for a married

It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don't drop

If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

Comedic actor Gene Wilder, who died last week at age 83 from complications of Alzheimer's disease, didn’t tell anyone about his illness for at least

Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common?Each died without an estate

Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

“How to avoid elder exploitation and other inheritance headaches.” There’s a growing trend of elder exploitation, according to New Hampshire Magazine’s September 2016 issue in