11 April 2021
5 Estate Planning Tips to Keep Your Money in the Family
Drawing up a will, checking your beneficiaries and setting up a trust can help keep your estate in good hands.
RMDs are Back for 2021: What You Need to Know
What you need to know about 2021 required minimum distribution rules.
Use A ‘Purpose’ Trust For Your Legacy Plan
Your legacy differs from your estate in that it represents more than the things you...
After Divorce, Separate Your Estate Plans Too
If you have just gotten divorced, you may be focused on getting on with your life. But...
Qualified and Nonqualified Charitable Lead Trusts
The inflation adjustment of the unified gift and estate tax exemption to $5.43 million,...
The Ins and Outs of Trusteed IRAs
A trusteed IRA can help you leave your IRA assets to your children without the concerns...
Trust Used To Be Worth Something
How can we clear up our trust problems?
Benefits And Pitfalls Of A Living Trust
Living trusts have become popular in estate and retirement planning. However, there are...
Special Needs Trusts For Disabled
If someone with special needs depends on you for financial resources, your estate plan...
Estate Planning: Probate vs. Trust Administration
Appreciating the differences between probate and trust administration in estate planning.
Young, Wealthy Americans Leave Responsible Legacy
Wealthy Americans are increasingly thinking about the effects of their money throughout...
Mental Competence Is Key For Estate Planning
As more baby boomers prepare for retirement, an estimated 10 million acres of farmland...
How 529s Can Fit Into Estate Planning
We again asked experts to help us answer reader questions on using “529” college-savings...
How To Include Art And Collectibles In Estate Plans
An interesting situation arose recently with a colleague of mine. Acting as the executor...
Millennials and Estate Planning: How to Get Started
Not only are Millennials not talking about end-of-life care with their parents, according...
5 Estate Planning Strategies to Keep Your Money in the Family
The inheritance you leave could still be eaten away by taxes and expenses. Here are five...
5 Ways Couples Can Tackle Estate Planning Now
A NerdWallet survey of more than 2,000 married adults found that roughly one in three...
Tweets by @RetireBetter
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
Two of President Donald Trump’s councils of top business leaders...
By the end of 2020, the wealth management industry is projected to spend US$21.4...
The SEC says brokers who use the terms “advisor” or “adviser” in their titles without...
Leave Your Money to Your Heirs
It's the ultimate gift to your loved ones. An airtight estate plan not only takes the...
Estate Planning for Millennial Clients
As surprising as it seems, many of your young professional clients — have no estate...
Non-grantor Trusts Can Help Clients Save Big
When it comes to estate planning, it's easy to focus on what's going on federal level...
Target Date 2.0
An Innovative Vehicle Moves Toward Greater Sophistication
What is a Trust Company?
A trust company is a corporation organized to perform the fiduciary functions of a trust...
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