How to pass your Investments onto your children in your Will The issue of passing investments onto children impacts on your savings, the type of retirement plan you choose and also how you make...
If you are like me, you may have considerable amounts of your estate in IRAs. I have a traditional IRA (money went into it pre-tax so all money coming out is taxable as regular...
Should your heirs be able to access your online accounts after you die? The internet is such a relatively recent adventure that everyone is still trying to figure out what should and shouldn’t happen...
If you are the person charged with handling your loved one’s estate after their death or incapacity, you very well may also be on the short list to make life or death medical decisions...
Your loved one has died and you are responsible for settling the deceased’s estate. There is nothing easy about that. You are responsible for making sure that your loved ones affairs are handled appropriately...
Carnegie, Rockefeller, Astor, Vanderbilt and Rothschild are all names of families with wealth – wealth held across many generations. Just hearing the names causes pictures of polished silver, wood paneling and yachts to form...
Why is it that our ancestors didn’t figure out how to pass along their wealth to us? Here are my top three reasons they failed to do so.
So, you are the executor, or maybe the successor trustee for a family member’s estate. Waiting until your family member dies is probably not the best way to get introduced to what is in...
You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...
If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...
