Financial & Estate Planning

You’re likely to encounter many people calling themselves “financial planners,” “financial advisors,” or “financial consultants.” No matter what they call …More

In a remarriage, a qualified terminable interest property (QTIP) trust can be a valuable estate planning tool. After the first …More

To protect yourself and your loved ones, you should execute a power of attorney authorizing someone (an “agent”) to act …More

Estate planning is more than tax planning. Beyond finances, you should have goals for your estate plan. Are there specific …More

Revocable trusts can be revised or annulled, as the name suggests. In some areas, they’re promoted as “living trusts.” As …More

Before you sign an engagement letter with a financial advisor, be cautious about where his or her interests lie. Here …More

Some states permit trusts to last for many years, even centuries. This can enable you to establish a “dynasty” trust, …More

Once you have enough assets to provide for yourself and your spouse, consider making gifts to your children and grandchildren. …More

When you set up a trust, it’s a common to name a friend or family member as trustee. This is …More

Charitable gift annuities are part-gift and part-annuity. You contribute assets to a qualified organization and receive a stream of cash …More

If you are among the co-beneficiaries of an IRA, you may want to divide up that inherited account so that …More

When you annuitize a variable annuity, you take the risk that you might die right away, and the payment stream …More

A health care power of attorney, sometimes known as a health care proxy or a medical power of attorney, should …More

Naming your estate as IRA beneficiary seldom makes sense. If you die after the required beginning date (RBD) for minimum …More

If you name a trust as the beneficiary of your IRA, you can have a say in how your IRA …More