August 20, 2015 FAQs
Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular…
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April 30, 2015 FAQs
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…
April 28, 2015 FAQs
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and…
April 27, 2015 FAQs
Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….
April 22, 2015 FAQs
“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…
April 21, 2015 FAQs
“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…
April 16, 2015 FAQs
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….
April 15, 2015 FAQs
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…
April 9, 2015 FAQs
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
April 6, 2015 FAQs
Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…
April 3, 2015 FAQs
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
April 1, 2015 FAQs
In nearly every way you could make a mistake — for example, saving too late — you can also make…
