“Can you imagine a millennial with a china hutch?” Continue reading

“A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.” Continue reading

“A will is just one of several legal documents that help your loved ones know your end-of-life wishes.” Continue reading

“Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.” Continue reading

“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.” Continue reading

“Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary, who receives the benefits of the policy when you pass.” Continue reading

“The fortunate cat has starred in magazine spreads, had makeup lines named in her honor and is the inspiration for the novelty novel Choupette: The Private Life of a High-Flying Fashion Cat.” Continue reading

“I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?” Continue reading

“It's never too early to start working on how your things will be handled, once you pass away.” Continue reading

“With the recent health crisis, many people have been asking their lawyers if a “Do Not Resuscitate” order – commonly known as a DNR – should be a part of their estate planning.” Continue reading

“James Brown died on Christmas Day 2006. However, almost 15 years later, litigation over his estate rages on. The Godfather of Soul had bequeathed the majority of his assets to underprivileged students in South Carolina and Georgia, but not a single scholarship has been given, pointed out Donald W. Beatty, Chief Justice of South Carolina’s Supreme Court.” Continue reading

“While some celebrities have mustered up a fortune of their own - whether it be through their acting careers or foray into creating signature perfumes - some of Hollywood's biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.” Continue reading

“While some celebrities have mustered up a fortune of their own - whether it be through their acting careers or foray into creating signature perfumes - some of Hollywood's biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.” Continue reading

“If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.” Continue reading

“All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.” Continue reading

“We found that Covid-19 had a significant impact on Americans' sense of personal readiness, with 65% saying that coronavirus made them realize the importance of sharing important information with family. Around the same amount of people (64%) noted that planning for the future was more important than ever and half (50%) said the pandemic made them realize how unprepared they were for a serious emergency.” Continue reading

“The fortunate cat has starred in magazine spreads, had makeup lines named in her honor and is the inspiration for the novelty novel Choupette: The Private Life of a High-Flying Fashion Cat.” Continue reading

“It's never too early to start working on how your things will be handled, once you pass away.” Continue reading

“With the recent health crisis, many people have been asking their lawyers if a “Do Not Resuscitate” order – commonly known as a DNR – should be a part of their estate planning.” Continue reading

“My 401(k) has dropped $31,000 in three weeks. Should I borrow some now to prevent bigger losses?” Continue reading

"Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.” Continue reading

“How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.” Continue reading

“A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.” Continue reading

“Little Richard was 87 when he died, which means the pop revolution he helped popularize -- rock and roll itself – is now old enough to collect Social Security.” Continue reading

“You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.” Continue reading