Estate Planning

  1. Should You Convert Your IRA?

    Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  2. Why Your Will Should Name Designated Beneficiaries

    Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive ...
  3. 10 Sources Of Nontaxable Income

    10 Sources Of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices ...
  4. Tax-Saving Advice For IRA Holders

    Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly ...
  5. What To Do When You're Left Out Of A Will

    What To Do When You're Left Out Of A Will

    Discover the legal steps you can take if you are left out of a will and if fighting ...
  6. Raising Grandchildren A Financial Feat

    Raising Grandchildren A Financial Feat

    Becoming a full-time caregiver again presents many challenges - including making ...
  1. In-Depth Guide To Estate Planning

    In-Depth Guide To Estate Planning

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

    Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter ...
  1. What effect will a prenuptial agreement have on a 401(k)?

    Courts have ruled that a prenuptial agreement for qualified plan (including 401(k)) assets is invalid. The logic is that ...
  2. What is a good book on creating a trust that would qualify as the beneficiary for ...

    "Life And Death Planning For Retirement Benefits" has all you need and more. If you read this book, you won't need any luck.To ...
  3. Can 529 plans be used to transfer wealth to other family members if the original ...

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  4. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

    The five-year rule applies only when the IRA owner dies before the required beginning date (RBD). If the IRA owner dies after ...
  1. Estate Planning: 16 Things To Do Before You Die

    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

    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

    Top 8 Estate Planning Mistakes

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