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News
How a Living Trust Protects Your Wealth for the Next Generation
3+ day, 9+ hour ago (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...
How Real Families Are Handling The Great Wealth Transfer
3+ day, 19+ hour ago (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...
We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
3+ day, 20+ hour ago (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...
Trillions of Dollars Will Be Passed Down in the Next 20 Years and Many Families Are Totally Unprepared: What to Know and What to Do
4+ day, 9+ hour ago (1747+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the…...
Protect Your Estate Plan and Peace of Mind With a QTIP Trust
3+ week, 4+ day ago (725+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. How can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A QTIP trust…...