Choosing the Ideal Trust for Your Wishes
Choosing the Ideal Trust for Your Wishes The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous,...
Beneficiary and Transfer On Death Designations
Beneficiary and Transfer-on-Death Designations: Are You Doing It Right? Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of...
Is Outright Distribution the Perfect Fit for Your Loved Ones
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance...