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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...

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...

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...

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...

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...

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...

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...

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...

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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