Estate Planning

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  1. 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 ...
  2. 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 ...
  3. 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.
  4. 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.
  5. 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. ...
  6. 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. ...
  7. 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 ...
  8. When Is It Critical to Set Up a Power of Attorney?

    "The sooner the better" is the usual answer.
  9. 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 ...
  10. 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.
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  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. 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.
  20. 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 ...
  21. 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. ...
  22. 5 Signs You Need A Postnup

    They're not the most fun thing to contemplate, but these contracts can actually help a marriage.
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. Living And Death Benefit Riders: How Do They Work?

    Find out how these different riders work, and which type is right for you.
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  33. 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 ...
  34. 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.
  35. Talking To Aging Parents About Money

    Addressing this difficult topic is crucial, but you must approach it with compassion.
  36. 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.
  37. 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.
  38. 7 Reasons To Review Or Revise Your Will

    Drafting a will and locking it away for good could negatively affect your beneficiaries.
  39. 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. ...
  40. How To Choose The Right Executor For Your Estate

    Making a careful choice now can save your heirs from a lot of problems later.
  41. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  42. Why You Should Draft A Will

    Don't trust the courts to follow your wishes - plan the distribution of your own assets.
  43. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. We provide a to-do list.
  44. Encouraging Good Habits With An Incentive Trust

    Money can be a powerful motivator - why not use it to teach your heirs positive lessons?
  45. How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  46. Why would you want a monthly benefit versus a daily benefit?

    An insurance benefit is the amount of money paid to or on behalf of the policyholder. Depending on what kind of insurance ...
  47. If my spouse passes away, will I have to sell my home to meet creditor obligations?

    There are laws that can protect, to a certain extent, the value of a home from property taxes and creditors following the ...
  48. What documents should I have ready in case my partner or I should die?

    Estate planning is one of those topics that most people avoid dealing with until they're forced to. Because of this, many ...
  49. 3 Things To Get In Order Before You Die

    In the aftermath of the Jackson death, it has become evident that you need to make your wishes known.
  50. Skipping-Out on Probate Costs

    Don't let bad estate planning lead to unnecessary costs and stress for your inheritors.
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