Recently inherited an IRA? The wrong move could cost you taxes and penalties. We're breaking down the five different options for what you can do with your inheritance.
Estate Planning for Executives
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Just Received an Inheritance? Be Aware of these 5 Tax Implications
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
Avoid These Blunders When Setting up a Living Trust
If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.
Don't Have a Will? Here's What Could Happen If You Pass Away Without One
Typically, the cost of preparing a basic will is just a few hundred dollars, and only takes a day or two. Yet not having a will can come with severe consequences.