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News
How Not to Let a Shared Inherited House Ruin Your Relationship With Your Siblings
14+ hour, 39+ min ago (1368+ words) Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir. A parent leaves the family home to you…...
Don't Put It Off: It's Time to Check That Your Beneficiaries Are Right
3+ day, 19+ hour ago (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...
How a Living Trust Protects Your Wealth for the Next Generation
4+ day, 11+ 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…...
Which Type of Power of Attorney Is Right for You?
5+ day, 4+ hour ago (1018+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. In its most basic form, a power of attorney, or POA, is a legal document that gives another person the authority to…...
8 Steps to Take When Settling an Estate as the Executor
5+ day, 8+ hour ago (1489+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much…...
I Kept Putting Off Estate Planning — Here’s How I Finally Got It Done
1+ week, 17+ hour ago (505+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist During my long career in journalism, I…...
An Estate Planning Attorney Reveals the 2 Essential Legal Documents Every Adult Should Have
1+ week, 2+ day ago (1403+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Every adult should have a healthcare proxy and power of attorney — they save loved ones time, money and stress if a sudden…...
Think Estate Planning Is Just a Will? Here Are the Essential Documents Every Family Actually Needs
1+ week, 2+ day ago (1251+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if…...
The Woman's Guide to Estate Planning: Protect Your Health and Wealth
1+ week, 4+ day ago (761+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Why outliving men and closing the wage gap means women need a drastically different approach to estate planning. Women's financial lives are…...
Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy Fast
2+ week, 5+ day ago (884+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. A millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely…...