Estate Planning

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  1. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  2. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  3. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  4. Protecting Loved Ones Financially After You’re Gone

    A trust fund doesn't imply you don't trust your beneficiaries, it allows you to protect them.
  5. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  6. Decanting: Not Just for That Bottle of Cabernet

    Decanting an irrevocable trust is a useful tool to undo some of the missteps of the past.
  7. Three Documents You Shouldn't Do Without

    Estate planning is not just about the division of assets after you die. Read on to save your loved ones extra grief.
  8. The Only 3 Reasons Why You Should Have an Irrevocable Trust

    Only put your assets in an irrevocable trust for one of these three reasons.
  9. Why Your Family Business Needs a Succession Plan

    It is important to have a succession plan in place for your family business.
  10. Boomers' Kids Won't Inherit What They're Expecting

    A new study from Ameriprise Financial suggests that Boomers and their kids need to talk frankly about inheritance expectations
  11. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  12. Do You Need a Living Trust? 7 Reasons Why Not

    In most cases there are easier, less expensive ways to avoid probate than a living trust.
  13. The Best Way to Leave Assets for Non-Spousal Heirs

    Save non-spousal heirs taxes on your estate by moving your assets from a qualified plan.
  14. What Is the Most Important Financial Lesson?

    When it comes to learning lessons about your finances, it helps to think about the future.
  15. Why Your Will Needs a 'Titanic Clause'

    If you don't have a Titanic clause in your will and disaster strikes, there's no guarantee that your intended beneficiaries ...
  16. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  17. How To Maximize Inherited Retirement Accounts

    Leaving a retirement account to heirs takes planning for the giver and the receiver.
  18. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  19. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  20. Online Estate Planning: When and When Not to Use It

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  21. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  22. Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  23. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  24. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  25. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  26. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  27. Estate Planning: Which Assets Are Best to Leave Your Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  28. Should a Family Trust Account Be Part of Retirement Planning?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  29. Should You Store Estate-Planning Documents Digitally?

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  30. Medical vs. Financial Power of Attorney: Reasons to Separate Them

    Representing your interests in financial matters is a very different job from communicating and advocating for your wishes ...
  31. Reasons to Designate a General Power of Attorney

    Because it will ensure your financial and personal affairs are handled according to your wishes should you ever be incapacitated ...
  32. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  33. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  34. Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  35. 3 Wealth Management Mistakes Couples Should Avoid

    High net worth couples face more complex challenges than others when managing wealth. Try to avoid these easy-to-make errors. ...
  36. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  37. Trust

    A trust is a fiduciary relationship in which one party gives another party the right to hold property or assets on behalf ...
  38. Estate Planning: 16 Things To Do Before You Die

    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
  39. What Does It Mean If A Will Is "Intestate"?

    If you die without making a last will and testament, you are said to have died intestate. What happens to your assets in ...
  40. Revocable Trusts 101: How They Work

    Unsure of how your assets will be dispersed once you're gone? Here's how setting up a revocable trust while you're here can ...
  41. When Is It Critical to Set Up a Power of Attorney?

    "The sooner the better" is the usual answer.
  42. Managing a Cash Windfall

    Cash windfalls are more common than you think. Here's what to do if you receive one.
  43. 3 Secrets You Didn’t Know About Estate Planning

    When it’s time to provide for your heirs, you need to protect your assets. Knowing these three secrets can keep your estate ...
  44. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  45. HNW Estate Planning: How Advisors Can Serce This Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  46. What Type of Person Needs a Financial Advisor?

    While not everyone needs, or even wants, help with their retirement savings and investment portfolios, certain types of people ...
  47. Do Wealthy Parents Raise Wealthy Kids?

    Researchers are finding that it’s a lot easier to crack the top tier of income earners if your parents made it there before ...
  48. How To Set Up A Trust Fund If You’re Not Rich

    Contrary to popular opinion, trust funds are not just for the rich. Middle class citizens can set them up, as well.
  49. Who decides if a financial security should be escheated?

    Learn about who dictates how and when financial assets and securities are escheated, including which assets are subject to ...
  50. Will 529A plans replace special needs trusts?

    Understand the difference between a 529A plan and a special needs trust. Learn whether or not 529A plans will replace special ...
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