
Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it as a mere legal formality but it is more than just that. Estate planning allows you to leave your assets to your loved ones in a way that is hassle-free for them after considering the ensuing tax implications for the same.
A team of dedicated writers, editors and finance specialists sharing their insights, expertise and industry knowledge to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.
11 min read
12 Dec 2025
For many Americans approaching retirement, the task of passing wealth to the next generation goes far beyond deciding who gets what. It’s about striking a balance between fairness and practicality, safeguarding assets from unnecessary taxes or disputes, and ensuring the legacy reflects both values and financial intentions. A will alone, while important, often leaves gaps, […]
9 min read
09 Dec 2025
Most people think of estate planning as a matter of paperwork (wills, a trust, a conversation with an attorney once in a while). The reality is far more complex. An estate plan is the mechanism by which your life’s work is transferred, protected, and carried forward. It determines not just who receives what, but also […]
10 min read
30 Jul 2025
Planning your estate isn’t just for ultra-wealthy individuals anymore. With rising home values, growing retirement portfolios, and the sunset of generous federal exemptions on the horizon, more Americans are finding themselves on the edge of unexpected estate tax liability. If you’re a mid-level professional approaching retirement, especially with assets in the $3 to 10 million […]
9 min read
23 Jul 2025
When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. tax code. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption […]
14 min read
23 Jan 2024
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of […]
4 min read
30 Oct 2023
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that the doctor would ask, ensure all your test reports and medical history documents are in order and so on. Preparation is a must even before you visit a financial advisor. Table of Contents7 Things to do to […]
3 min read
26 Jul 2019
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a retirement calculator helps you calculate […]
4 min read
23 Mar 2020
Is money anxiety even a thing? Yes, it is! Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it. But the good part here is that money […]
The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.