Estate-planning
Latest
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
By David Rodeck Last updated
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The Holidays Are a Time for Sharing (Your Wishes)
While cognitive decline isn’t the most festive topic to bring up during a holiday get-together, getting the conversation started now can ensure everything is in place if, or when, something happens.By Erin Wood, CFP®, CRPC®, FBSⓇ Published
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Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.By Krysta Dos Santos, CFP® Published
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How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset.By Tracy Craig, Fellow, ACTEC, AEP® Published
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Are You Going to Be OK in Retirement? Here's How to Answer Yes
This financial adviser scoured more than 70 years of retirement research to identify five key risk areas to focus on when planning for retirement.By John Goodhue Last updated
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How Finances Can Improve for Retirees — and the Next Two Generations
Hypothetical retirees from 2017 are in much better financial shape today, thanks to annuities and higher interest rates. Their kids and grandkids stand to also reap the benefits.By Jerry Golden, Investment Adviser Representative Published
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What You Can Do Now to Avoid Paying Higher Taxes in 2026
Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025, but steps you take now could put you in a better financial position.By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Five Ways to Embrace Inclusion in Your Estate Planning
You can create positive change by applying inclusion, diversity, equity and accessibility (IDEA) principles when you plan your estate.By Allison L. Lee, Esq. Published
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Three Essential Strategies for Managing Your Inheritance
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.By Christopher C. Giambrone, CFP®, AIF® Published