1+ day, 18+ hour ago  (877+ words) Talking to heirs about family wealth can be overwhelming, but shouldn't be avoided. To prevent conflict after you've gone, start sharing your wishes in a way that feels comfortable for you. Sent five days a week Kiplinger A Step Ahead…...

2+ day, 13+ hour ago  (1583+ words) An inheritance can mean extraordinary freedom for your loved ones, but can also pose risks that could cause more harm than good. How can you ensure your family gets it right? Sent five days a week Kiplinger A Step Ahead…...

3+ day, 13+ hour ago  (912+ words) Good legacy planning integrates your personal values and stories with smart legal and tax strategies to ensure your influence benefits loved ones and the causes you care about well after you're gone. As advisers' relationships with clients continue to expand,…...

2+ week, 3+ day ago  (1030+ words) The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need. Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more…...

3+ week, 3+ day ago  (1117+ words) If your kids are successful, do they need an inheritance? Ask yourself these four questions before passing down another dollar. Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more delivered daily....

3+ week, 3+ day ago  (1221+ words) The key to successful estate planning for HNW families isn't just expertly drafting these four documents, but also ensuring they're current and immediately accessible " often in a secure digital vault " so they can be executed within hours during a crisis....

3+ week, 4+ day ago  (1105+ words) Adding a pet trust to your estate plan can ensure your pets are properly looked after when you're no longer able to care for them. This is how to go about it. Profit and prosper with the best of Kiplinger's…...

3+ week, 4+ day ago  (1726+ words) An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide from an estate planning attorney highlights what to update and when. Want to add more newsletters? Profit and prosper with…...

1+ mon, 5+ day ago  (1018+ words) Gen Xers and Millennials would like to hear from their parents if they're going to receive an inheritance (and how much), but Baby Boomers in general don't like to talk about money. What to do? Deciding how your assets will…...

1+ mon, 6+ day ago  (1115+ words) It can be hard for aging parents to discuss estate plans " and many adult kids don't know how to broach such an awkward topic. Here are seven questions to help get the conversation started. Do you know anything about your…...