Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
Insurance, Annuities, and Investments
Blog Listing
Tips for talking money with your aging parent
Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
What is estate planning?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Four financial acts of mutuality
Families support each other emotionally, physically...and, just as important, financially.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Custodial accounts and Coverdells: How to use them
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
Succession planning for your business
Someday you'll have to turn over the reins to someone else. Plan for it.
A financial checklist for widows and widowers
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
Estate planning for LGBTQ couples
There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.
Crafting a financial strategy for your special needs family
Estate planning tools can help provide for a person with a disability after their caregiver is gone.
Planning for diminished mental capacity as you age
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Estate planning and keeping a farm in the family
Life insurance can offer a solution to some of the challenges of transferring a farm.
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