Estate Planning

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  1. Cash Balance Pensions: Pros, Cons for Small Biz

    Are cash balance pensions the right solution for your small business clients?
  2. Financial Adviser

    A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals.
  3. Revocable Trusts 101: How They Work

    Unsure how your assets will be dispersed once you're gone? Here's a revocable trust can help.
  4. Variable Annuities: The Pros and Cons

    Variable annuities are one of the most complicated financial instruments—weighing the pros and cons.
  5. Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing beneficiaries for your will.
  6. A Quick Guide to High-Net-Worth Estate Planning

    A quick estate planning guide for high-net-worth individuals to help minimize taxes and costs.
  7. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  8. Letters of Instruction: Don't leave life without one

    A letter of instruction, or letter of intent, is a simple document that can take the guesswork and headache out of settling ...
  9. What the Gift Tax Rules Mandate

    The lifetime maximum for gift taxes is now $5.6 million. Here's how the gift tax works.
  10. One-Stop Shop

    One-stop shop is a company or a location that offers a multitude of services to a client or a customer.
  11. Surprising Uses for Trust Funds

    Here are five common situations where a trust fund makes financial sense.
  12. How is Warren Buffett Plan Bequeathing his Estate?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death. Learn about ...
  13. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors to consider when distributing assets: liquidity, sentiment ...
  14. 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 ...
  15. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  16. 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 ...
  17. 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.
  18. 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.
  19. 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.
  20. 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.
  21. Why Your Family Business Needs a Succession Plan

    It is important to have a succession plan in place for your family business.
  22. 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
  23. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  24. 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.
  25. 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.
  26. What Is the Most Important Financial Lesson?

    When it comes to learning lessons about your finances, it helps to think about the future.
  27. 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 ...
  28. Terri Kallsen: Investopedia Profile

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

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

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  31. 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 ...
  32. 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 ...
  33. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  34. 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 ...
  35. 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 ...
  36. 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. ...
  37. 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.
  38. 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 ...
  39. 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. ...
  40. 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 ...
  41. 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 ...
  42. 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.
  43. 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.
  44. 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. ...
  45. 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. ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
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