Talk markets, emphasize savings, and take the fear out of finances. A family’s financial knowledge transfer is a prudent and powerful gift.
Consider getting an early start to estate planning, no matter what your age or financial situation. Organizing your financial affairs and estate can be a fruitful exercise at any point of your financial journey, but the sooner, the better.
A will, a living trust, and the power of attorney are all factors to consider in developing an estate plan that can minimize taxes.
Bonus, tax refund, inheritance, or other unexpected windfall? Here are 5 ways you could splurge on your financial self.
Single and childless? You might think you don’t need estate planning. But you might be wrong. Here are some things to consider.
When planning your estate allocation, a straight-even division might not be the most appropriate where there are special needs.
Inherited IRAs may be simple exchanges for spouses, but require a little more work for those family members and friends who aren’t.
Estate planning could be one of the most important things you do for your family. Here are three considerations.
Be smart (and have fun) with your inheritance. Wipe out debt, plump up your IRA, and make new investments to honor and grow this gift.
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