Estate Planning

  1. Retirement: The Journey Of 1000 Miles

    Substantial time should be set aside to fully outline one's vision for retirement ...
  2. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives ...
  3. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more ...
  4. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard ...
  5. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  6. Estate Planning Tips for Financial Advisors

    Estate planning is not a set-it-and-forget-it proposition. Here are some tips for ...
  1. In-Depth Guide To Estate Planning

    The process of planning your estate takes careful consideration. Skip any of these ...
  2. Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter ...
  1. What does U.S. law say about contingent beneficiaries?

    Learn about regulations the United States has on the naming of contingent beneficiaries, the types of contingencies that ...
  2. How do I change my contingent beneficiary?

    Learn what life insurance companies and retirement plan accounts require from you to change your contingent beneficiary designations.
  3. What kinds of assets can be included in a revocable trust?

    Understand what types of assets can be included in a revocable trust, and why some asset types are excluded from this estate ...
  4. How do you set up a revocable trust?

    Learn how to create a revocable living trust (RLT) and how the advantages of this asset management tool can be utilized in ...
  1. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
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