Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which
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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Rolling Stone Jagger Needs Estate Planning for Expected Arrival
When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the
Don’t Leave a Bundle to Your Ex
Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or
Don’t Horse Around with Estate Planning and Your Stable
There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.
Leave Your Kids a Legacy by Looking at The Rockefellers
Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids,
How Much Insurance is Enough Insurance?
A $1.5 million term life insurance policy will cover the bills if one spouse dies. But it may not provide an inheritance for your kids,
The Big Job of Being an Executor
During the estate planning process, you need to select an executor to carry out your wishes. Insurance News provides some things you should know about
Are You Up for the Big Job of Being an Executor?
Being named an executor of a will is a big responsibility. However, most individuals selected know nothing about what they need to do in the
Don’t Add to Your Family’s Stress If You Die Young
Raising the topic of your own death with your parents, siblings, or partner may sound silly if you're in your 20s or 30s, particularly if
What’s the Big Deal about Writing a Will?
CNBC’s article, "Prince or pauper, young or old, here's why you still need a will," lists the top three reasons why it's vital to write