Estate Planning

  1. 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 ...
  2. 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 ...
  3. When Is It Critical to Set Up a Power of Attorney?

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

    Cash windfalls are more common than you think. Here's what to do if you receive one.
  5. 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 ...
  6. 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 ...
  7. 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.
  8. 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 ...
  9. 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.
  10. 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 ...
  11. 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 ...
  12. 5 Common Mistakes When Creating a Trust Fund for Your Child

    Trust funds are often established to protect children in the event that their parents are not able to provide for them. Here ...
  13. Are The Wealthy Better Served By Trusts Or Wills?

    Trusts and wills are both means to pass on wealth to heirs. Which of these is likely to serve your needs better if you have ...
  14. What financial assets can be escheated?

    Find out which financial assets can be escheated by your state government and how the dormancy period applies to different ...
  15. Diversify with These Four Alternative Assets

    In times of market volatility, investors add alternative assets to their portfolios--highly illiquid, but profitable investments ...
  16. How Trust Funds Can Safeguard Your Children

    Certain types of trust funds can help to protect your assets from bankruptcies and civil actions, and can be established ...
  17. Use Private Equity Strategy to Invest (CG, APO)

    Forget trying to be a great trader. Learn to invest like private equity firms for superior results.
  18. 10 Ways to Effectively Save for the Future

    Savings is as crucial as ever, as we deal with life changes and our needs for the future. Here are some essential steps to ...
  19. Step-Up In Basis

    A step-up in basis is the increased cost basis of an inherited asset or other security.
  20. Top Tips for Helping Clients Leave an Inheritance

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
  21. Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  22. A Look at Vanguard's Robo-Advisor

    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  23. 5 Signs You Need A Postnup

    They're not the most fun thing to contemplate, but these contracts can actually help a marriage.
  24. Revocable Trust

    A revocable trust is a legal arrangement whereby a grantor transfers property to a trustee who holds the property in trust ...
  25. Letter of Intent (LOI)

    A LOI is used in most major business transactions to outline the terms of the deal that has been struck between the two parties. ...
  26. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  27. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  28. Irrevocable Trust

    In an irrevocable trust, the grantor gives up the right to revise, amend or terminate the trust without the permission of ...
  29. Can trust funds be activated before the grantor intended?

    Trust law gives the grantor specific rights over the release of assets and therefore it is not possible to change the stipulations ...
  30. What are the keys to setting up a trust fund?

    Setting up a trust to secure your assets for a beneficiary allows you to set the terms under which the beneficiaries are ...
  31. Can 529 plans be used to transfer wealth to other family members if the original beneficiary does not use the money?

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  32. Living And Death Benefit Riders: How Do They Work?

    Find out how these different riders work, and which type is right for you.
  33. How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan ...
  34. Financial Changes When You Marry

    Before you tie the knot, here are some steps to take so the legal underpinnings of your marriage will be as solid as your ...
  35. If I don't have any kids and want to leave all of my worldly possessions to my dog, how would I do it?

    A 1993 law, Section 2-907 of the Uniform Probate Code, changed the treatment of a deceased individual's pet from that of ...
  36. 3 Financial Tasks We Think Are Harder Than They Really Are

    Use these three tips to help put your financial situation into perspective. It turns out, organizing your finances isn't ...
  37. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  38. 5 Misconceptions About A Fiduciary

    Having knowledge of what a fiduciary is will not only impress your friends at a party, but it will also help you understand ...
  39. Ethical Wills Share Final Thoughts With Heirs

    This document allows a testator, the person making the will, to leave a personal legacy.
  40. 6 Ways To Lose Your Estate

    Find out why you shouldn't put off putting your affairs in order.
  41. Financial Information Your Spouse Should Know

    Your family needs to be prepared if something happens to you, which is why sharing financial information is important.
  42. Talking To Aging Parents About Money

    Addressing this difficult topic is crucial, but you must approach it with compassion.
  43. Don't Count On An Inheritance

    If you're fortunate enough to receive an inheritance at all, it might not be nearly as large as you expect.
  44. The Top 4 Richest Pets

    A cat received $13 million dollars when her owner died, but she isn't the richest pet in the world.
  45. Helping Aging Parents Manage Their Money

    Old age can make dealing with finances difficult. Find out how you can help aging parents manage their finances and estates. ...
  46. Uniform Simultaneous Death Act

    A law used to determine the inheritance when more than one death occurs at the same time. The Uniform Simultaneous Death ...
  47. Ensuring That Your Trust Is Trustworthy

    There are many cases of trusts being mismanaged, so find out how to make sure yours is on the right track.
  48. 7 Reasons To Review Or Revise Your Will

    Drafting a will and locking it away for good could negatively affect your beneficiaries.
  49. 4 Things To Consider Before Becoming An Estate Executor

    Executing a will takes more work than you might think. Make sure you are up to the task before agreeing to be an executor. ...
  50. How To Choose The Right Executor For Your Estate

    Making a careful choice now can save your heirs from a lot of problems later.
Hot Definitions
  1. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  2. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  3. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
  4. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  5. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
  6. Dilution

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
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