Articles tagged as

Estate Planning

  1. Why Your Will Should Name Designated Beneficiaries

  2. Should You Convert Your IRA?

  3. 10 Sources Of Nontaxable Income

  4. Tax-Saving Advice For IRA Holders

  5. Raising Grandchildren A Financial Feat

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

  7. Top 7 Estate Planning Mistakes

  8. The Executor's Checklist: 7 Things To Do Before They Die

  9. Financial Planners: Specialize In Seniors

  10. Estate Planning Must-Haves For Unmarried Couples

  11. Pick The Perfect Trust

  12. 3 Deadlines For Retirement Plan Beneficiaries

  13. Designating A Trust As Retirement Beneficiary

  14. Estate Planning: 16 Things To Do Before You Die

  15. How To Plan For The Charitable Giving Boom

  16. Must-Do Financial Moves For Same-Sex Marriages

  17. What Baby Boomers Need To Know About Making Out A Will

  18. 3 Financial Tasks We Think Are Harder Than They Really Are

  19. Certifications For Estate Planning

  20. Why You Shouldn't Die In 2013

  21. Tax-Efficient Wealth Transfer

  22. Relationships And Retirement Planning

  23. What Is A Will And Why Do I Need One?

  24. Protect Your Personal Assets

  25. 5 Misconceptions About A Fiduciary

  26. Gifting Your Retirement Assets To Charity

  27. 10 Estate Planning Tips For Women

  28. Ethical Wills Share Final Thoughts With Heirs

  29. 6 Ways To Lose Your Estate

  30. Financial Preparation For Deployment

  31. What The New Gift Tax Rules Will Mean

  32. Be A One-Stop Shop For Your Clients

  33. Financial Information Your Spouse Should Know

  34. Last Will And Testament: Not Just For The Elderly

  35. What Are Gift Taxes?

  36. Talking To Aging Parents About Money

  37. The Tax Benefits Of Having A Spouse

  38. Keep Your Pet's Trust

  39. 5 Estate Planning Tips

  40. How To Set Up A Trust Fund If You're Not Rich

  41. Don't Count On An Inheritance

  42. Nonfreehold Estates In Real Property

  43. Bursting Boomers' Inheritance Dreams

  44. The Top 4 Richest Pets

  45. An Introduction To Exchange-Traded Grantor Trusts

  46. Deadlines You Must Meet If You Inherit A Retirement Account

  47. Helping Aging Parents Manage Their Money

  48. Top Estate Planning Tips For Same-Sex Couples

  49. Does Life Insurance Make Sense When You Retire?

  50. 4 Legal Documents You Should Have In The Wake Of September 11

  51. Estate Planning Law Changes You Need To Know

  52. Ensuring That Your Trust Is Trustworthy

  53. Can You Trust Your Trustee?

  54. 5 Factors Threatening Your Dream Retirement

  55. Advisors: Tips For Providing For Older Clients

  56. 7 Reasons To Review Or Revise Your Will

  57. 6 Estate Planning Must-Haves

  58. 4 Things To Consider Before Becoming An Estate Executor

  59. 4 Ways To Minimize Estate Taxes

  60. 10 Strange Will And Testaments

  61. How To Choose The Right Executor For Your Estate

  62. 2010: The Best Time To Die?

  63. September 30: A Key Date For Retirement Plan Beneficiaries

  64. How To Avoid Taxation On Life Insurance Proceeds

  65. 10 Things You Must Know Before You Retire

  66. Why You Should Draft A Will

  67. Encouraging Good Habits With An Incentive Trust

  68. Establishing A Revocable Living Trust

  69. How To Parent Your Aging Parents

  70. 6 Ways To Leave Less For Uncle Sam

  71. Hatch A New Financial Plan

  72. Getting Started On Your Estate Plan

  73. Planning For The Estate Tax's Return

  74. Three Documents You Shouldn't Do Without

  75. An Estate Planning Must: Update Your Beneficiaries

  76. Refusing An Inheritance

  77. A Look At The Generation-Skipping Transfer Tax

  78. 4 Wealth-Building Secrets

  79. 3 Things To Get In Order Before You Die

  80. Designating A Minor As An IRA Beneficiary

  81. 10 Last-Minute Retirement Tips

  82. Get Ready For The Estate Tax Phase-Out

  83. Your Will: Why You Need A Power Of Attorney And Beneficiaries

  84. Get A Step Up With Credit Shelter Trusts

  85. Estate Planning For Canadians

  86. Saving Money With A Private Annuity Trust

  87. Leaving Inheritance To Children Easier Said Than Done

  88. 5 Retirement Questions Everyone Must Answer

  89. 5 Things To Consider Before Late-In-Life Marriage

  90. New Option For Beneficiaries: Reversionary Annuities

  91. Mistakes In Designating A Retirement Beneficiary

  92. Letter Of Instruction - Don't Leave Life Without It

  93. Skipping-Out on Probate Costs

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