Estate Planning
How to Plan for a Potential Inheritance
Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s…
Read MoreAretha Franklin’s Will Drama Is Over
The dramatic family feud surrounding Aretha Franklin’s will reaches resolution as a Michigan jury validates a handwritten document discovered among her belongings, settling the matter after a swift two-day trial…
Read MoreHow to keep your spouse’s next spouse from spending your money after you die
As a caring parent, helping to ensure your son’s future financial confidence is a top priority. Explore options such as trusts, life insurance, and open communication to create a plan…
Read MoreHow to Leave Grandkids Your Retirement Savings—and Not a Huge Tax Bill
Recent regulations have made it harder for older Americans to leave retirement savings to their grandchildren without subjecting them to significant tax bills. With non-spousal heirs now required to draw…
Read More5 key things to know when you create a will and make other end-of-life plans
Dying may not be on your agenda, but if you do pass away and need to plan for that eventuality, it’s important to know what options are out there. …
Read MoreWhy Your Money May Not Go to the Heirs in Your Will
A will may not be the final word on what happens to your money. Be sure to include updated beneficiary designations on all key assets and accounts, or they may…
Read MoreDon’t Forget Your Retirement Account Or Your Heirs Will Pay
Some retirement professionals use the phrase “set it and forget it” in reference to your IRAs and pensions, but this Forbes article showcases the caution signs of taking the “forget…
Read More12 Things Your Kids Actually Might Want to Inherit
When you are reaching retirement age it’s important to compile a will. With that being said, it also may be good to know what your children would want to see…
Read More‘Your loved ones will already be in a state of trauma.’ The ramifications of dying without a will
What happens if someone dies without a will? As of 2022, nearly two-thirds of U.S. adults have no which could cause serious complications for those who are left. CLICK HERE…
Read MoreLegacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy.
Creating a legacy plan is not just for the wealthy! According to this Barron’s article, creating an estate plan has the possibility to instill strong family values that may be…
Read More