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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…...
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
2+ day, 19+ hour ago (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...
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…...
The Great Junk Transfer: Why Heirs Want Meaning, Not More Stuff
16+ hour, 44+ 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 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…...
Which Trust Type Saves Your Kids The Most Money?
3+ week, 2+ day ago (1376+ words) their heirs enough in court costs and taxes down the road to make the investment worthwhile....
The Woman's Guide to Estate Planning: Protect Your Health and Wealth
1+ week, 3+ 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…...
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…...
The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead
2+ week, 5+ day ago (1108+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly estate planning…...
Is Your Family Office Eroding Your Wealth? Time to Start Measuring Returns
3+ week, 1+ day ago (1047+ words) surfacing is sobering: The average family office investment portfolio compounds over time at something between...