05 Oct Leaving a Roth IRA to younger folks
How to allocate assets you plan to leave to your children....
24 Sep Preparing for a loved one’s death
It's important to plan ahead to make sure your wishes are known...
14 Sep Can I protect my brother’s trust?
The language of a trust will determine its protections. ...
25 Aug How do gift taxes work?
Understanding gift taxes and how they fit into your estate plan...
30 Jul Helping your kids, but being fair
When one adult child needs financial help now...
13 Jul I don’t want my husband to get everything
If you're not specific, the law will decide who gets your assets...
02 Apr Tracking down a possible inheritance
You can track down information about a person's estate by contacting the courts....
10 Mar Long-term planning for a disabled child
You can use a trust help care for a disabled or special needs child when you're gone. ...
02 Mar Tax-smart gifting to a grandchild
How you gift assets -- and which assets you gift -- will have differing tax consequences....
26 Feb Senior couple fears outliving their money
Posted at 18:15h
in Money Makeovers
Jan and Tim have received an inheritance that will help solidify their financial future. ...