
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true. If you want to help ensure generational wealth for your family, here are 5 things you should know.
Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.