Estate Planning

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  1. Endowment

    An endowment is a donation of money or property to a nonprofit organization, which uses the resulting investment income for ...
  2. Retirement account: Pros and cons of naming a trust as a beneficiary

    Learn more here about the pros and cons of naming a trust as the beneficiary of a retirement account.
  3. Living Trust

    A living trust is established in an individual's lifetime and it bypasses probate upon death.
  4. Aggregate Stop-Loss Insurance

    Aggregate stop-loss insurance is an insurance policy that limits claim coverage (losses) to a specific amount.
  5. Credit Insurance

    Credit insurance is a type of insurance that pays off one or more existing debts in the event of a death, disability, or ...
  6. Bare Trust

    A bare trust is a type of trust that provides beneficiaries with immediate and absolute ownership of its capital and the ...
  7. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...
  8. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  9. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
  10. Uninsurable Risk

    Uninsurable risk is a condition that poses unknowable or unacceptable risk of loss.
  11. Grantor Trust Rules

    Grantor Trust Rules outline the responsibilities of the trust's creator for income and estate tax purposes.
  12. Cash Balance Pensions: Pros, Cons for Small Biz

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

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

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

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

    Find out how to make the tough decisions when it comes to choosing beneficiaries for your will.
  17. 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.
  18. 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 ...
  19. One-Stop Shop

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

    Here are five common situations where a trust fund makes financial sense.
  21. 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 ...
  22. 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 ...
  23. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  24. 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 ...
  25. 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.
  26. 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.
  27. 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.
  28. 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.
  29. Why Your Family Business Needs a Succession Plan

    It is important to have a succession plan in place for your family business.
  30. 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
  31. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  32. 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.
  33. 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.
  34. What Is the Most Important Financial Lesson?

    When it comes to learning lessons about your finances, it helps to think about the future.
  35. 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 ...
  36. Terri Kallsen: Investopedia Profile

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

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

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  39. 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 ...
  40. 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 ...
  41. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  42. 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 ...
  43. 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 ...
  44. 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. ...
  45. 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.
  46. 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 ...
  47. 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. ...
  48. 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 ...
  49. 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 ...
  50. 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.
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