Planning for non-traditional relationships is a fairly new concept for professionals that have been in the financial and estate planning business for most of their careers. However, it could not be a more important and overlooked area of estate planning needs.


Strategies

Related Articles
  1. Managing Wealth

    Estate Planning Checkup: When to Update your Estate Plan

    Estate planning is an important piece of an overall financial plan, but it can't be set and forgotten. Life events are going to require you to update it.
  2. Retirement

    Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter how wealthy you are.
  3. Retirement

    In-Depth Guide To Estate Planning

    The process of planning your estate takes careful consideration. Skip any of these important steps, and your estate could be mishandled.
  4. Personal Finance

    Top 3 Tips to Find an Estate Planning Lawyer

    Having an estate plan is essential. Here are some tips on how to find an estate planning attorney to help you put one in place.
  5. Financial Advisor

    5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily avoided by periodic plan reviews.
  6. Personal Finance

    Introduction To Investment Real Estate

    Real estate, like other investments, carries specific risks and rewards. Find out what investment real estate is and what it can do for you.
  7. Managing Wealth

    Common Estate Planning Mistakes

    Estate planning requires careful consideration over the course of years.
  8. Personal Finance

    10 Habits Of Highly Effective Real Estate Investors

    The best real estate investors all share these traits and practices.
  9. Retirement

    5 Estate Planning Tips

    These tips can help you reduce taxes on your estate and ensure that your last wishes are closely met.
  10. Retirement

    Estate Planning Basics

    Anyone who dies without an estate plan leaves the state to administer his or her assets. Loved ones might be left out, and the state might keep the assets if it can’t find the proper beneficiaries. ...
Trading Center