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Estate Plans and Your Family
Estate Plans and Your Family
Estate Planning for Newlyweds
Jul 24, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
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Just Married? Congratulations! Now, About Your Estate Plan
Jul 07, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
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Inheritances: Managing Life's Uncertainties
Feb 24, 2014
Not to be rude, but just imagine, only for the short time that it takes you to read this page, that it's many years from now and, after...
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Want to Avoid a 'Family Feud' When Naming Beneficiaries?
Feb 24, 2014
State laws vary in how IRA assets are treated upon the death of an IRA owner. Several states have rules on their books to ensure that...
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Research Finds Huge 'Legacy Gaps' In Baby Boomers and Parents' Views of Inheritance
Feb 24, 2014
The communication struggles that baby boomers and those in their parents' generation thought they had overcome in the decades since the...
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Family, Fortune & the Perils of Success: Introduction
Feb 24, 2014
Each of us will leave a legacy of some sort, whether we plan for it or not, whether we have children or not. No matter what you accomplish...
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Would Your Survivors Spend It All?
Feb 24, 2014
Like most seniors, you have worked hard to get where you are financially. And you want to make sure that your heirs receive everything...
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Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail
Feb 24, 2014
In part one of this three-part series, we confronted a troubling statistic: studies show that nine out of ten traditional estate plans fail...
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Discussing Inheritances with Heirs
Feb 03, 2014
Many people are uncomfortable discussing with heirs how they will distribute their estate. Perhaps you don't want your children to realize...
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