Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.
None of us can predict the future. However, we can make sure that someone is capable of advocating for us if we are suddenly unable to advocate for ourselves due to accident or illness.
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
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