Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included…
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Newlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your…
Supreme Court Decision: Inherited IRA NOT Protected
A recent decision from the Supreme Court means there’s no better time than now to review your estate plans and ensure that…
It’s not all about the cash: Passing on Wealth and Wisdom
It might feel overwhelming to put together your estate plan, but it’s a good tool for you as well as your children.…
Banking on an inheritance? Don’t count your chickens before they hatch!
New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in…
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most…
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt…
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to…
Teenager Gets $25 Million Fortune – With One Catch
Actor Paul Walker of Fast & Furious fame, who died in a car accident in November, left his entire fortune of $25…
Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that…
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