Estate Planning

  1. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  2. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; ...
  3. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  4. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  5. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards ...
  6. 5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily ...
  1. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards ...
  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 is a family Limited Liability Company (LLC)?

    Learn about family limited liability (LLC) companies and why they are useful tools in the United States to protect family ...
  2. How is maintenance of standard of living for survivors accomplished in estate planning?

    Understand what elements of an estate plan can assist in creating certainty for survivors that allows them to maintain their ...
  3. What is the difference between an intervivos trust and a testamentary trust?

    Understand the differences between a testamentary trust and an inter-vivos (living) trust, and learn why each is important ...
  4. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

    Understand the differences between a Chartered Financial Analyst and a Certified Financial Planner. Learn how each approaches ...
  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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