Inheritance

Estate Planning at Any Age: It’s Not Just for the Wealthy June 17, 2019 10:15 AM   |  

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.

4 min read  |  Estate Planning
Planning Ahead: How Will Your Estate and Heirs Be Taxed? April 9, 2019 4:00 AM   |  

A will, a living trust, and the power of attorney are all factors to consider in developing an estate plan that can minimize taxes.

5 min read  |  Estate Planning
What to Do with Extra Money: 5 Ways to Put It to Work for You February 14, 2019 4:00 AM   |  

Bonus, tax refund, inheritance, or other unexpected windfall? Here are 5 ways you could splurge on your financial self.

3 min read  |  Household Finances
Estate Planning with No Heirs: It's Still Important August 20, 2018 4:00 AM   |  

Single and childless? You might think you don’t need estate planning. But you might be wrong. Here are some things to consider.

5 min read  |  Estate Planning
Estate Planning for Special Needs Children: Trying to Be Even-Steven? June 14, 2017 12:00 AM   |  

When planning your estate allocation, a straight-even division might not be the most appropriate where there are special needs.

4 min read  |  Estate Planning
Inherited IRAs and Complex Rules: What You Need to Know January 18, 2017 11:00 PM   |  

Inherited IRAs may be simple exchanges for spouses, but require a little more work for those family members and friends who aren’t.

4 min read  |  IRA & 401k Plans
Final Answer: Three Estate-Planning Tax Considerations January 10, 2017 11:00 PM   |  

Estate planning could be one of the most important things you do for your family. Here are three considerations.

3 min read  |  Estate Planning
Sudden Windfall? Smart Ideas to Help an Inheritance Grow June 16, 2015 8:00 PM   |  

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.

3 min read  |  Creating a Budget
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