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News
The Great Junk Transfer: Why Heirs Want Meaning, Not More Stuff
16+ hour, 43+ min ago (543+ words) Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings. Dubbed The Great Junk Transfer, a recent study revealed a shift in how the next generation views an…...
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…...
Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy Fast
2+ week, 4+ 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…...
Keep, Sell, or Rent? What Happens Tax-Wise When You Inherit a House
2+ week, 4+ day ago (1222+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands. If you’ve inherited a house,…...
Which Trust Type Saves Your Kids The Most Money?
3+ week, 2+ day ago (1376+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one…...
Why Leaving Your Kids 'Equal' Money in Your Will Could Backfire
3+ week, 3+ day ago (888+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Dividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs…...
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…...