Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Insurance, Annuities, and Investments
Blog Listing
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.
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.
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.
An act of mutuality: Survivorship insurance
It's life insurance which covers two policyowners and pays-off at the second death.
7 situations where a trust might help
From helping a child to shielding assets, trusts can sometimes come in handy.
Estate planning: 6 big mistakes you might be making
An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.
7 things financial planning does for you
It is the financial planning conversations that are really important in your achieving goals.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
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