Asset Protection
How to Protect Wealth over Generations
HBO’s The Gilded Age dramatizes the privileged lives of some of America’s wealthiest families in late 19th century New York City.
August 15, 2024
Asset Protection
What’s the Best Way to Simplify an Estate?
Have a clear road map for your estate so your heirs don’t drown in paperwork and probate after your death.
August 6, 2024
Asset Protection
Should You Tell Beneficiaries Their Inheritance?
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
August 5, 2024
Asset Protection
Who Takes Care of My Pet When I Die?
Learn more about the personal-finance aspects of pet insurance and pet estate planning.
July 31, 2024
Asset Protection
Top Estate Planning Mistakes to Avoid
So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
July 26, 2024
Asset Protection
Planning Your Own Funeral Eases the Burden for Your Loved Ones
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
July 16, 2024
Asset Protection
Trusts Prevent Delays for Loved Ones
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
July 15, 2024
Asset Protection
Estate Planning Checklist to Keep You Focused
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
July 5, 2024
Asset Protection
Estate Planning Questions for Couples with a Big Age Gap
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
July 3, 2024
Asset Protection
Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
July 1, 2024