30 March 2023
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  • Estate Planning in the Age of Millennials

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    When it comes to managing and passing down wealth, going digital solves a myriad of problems

    Millennial Estate Planning Surges During Pandemic: Survey

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    The volume of individuals seeking estate planning solutions, especially online, has more than doubled

  • Featured Posts
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  • Featured Posts
  • Estate Planning in Light of a New Presidential Administration: What Should You Do Now?
    Consider the planning options available and incorporate as much flexibility into your...
    Moving to a New State? Be Sure to Update Your Estate Plan
    You should have your documents reviewed by a local attorney in your new home
    Use A ‘Purpose’ Trust For Your Legacy Plan
    Your legacy differs from your estate in that it represents more than the things you...
    After Divorce, Separate Your Estate Plans Too
    If you have just gotten divorced, you may be focused on getting on with your life. But...
  • Keep Your Family Intact With Proper Estate Planning
    Proper planning allows you to keep your business on the right path even after an...
    Top 3 Trends in Charitable Giving and Why They Matter
    Taking a proactive approach in discussing charitable giving can lead to planning...
    Estate Planning: Probate vs. Trust Administration
    Appreciating the differences between probate and trust administration in estate planning.
    Young, Wealthy Americans Leave Responsible Legacy
    Wealthy Americans are increasingly thinking about the effects of their money throughout...
    Mental Competence Is Key For Estate Planning
    As more baby boomers prepare for retirement, an estimated 10 million acres of farmland...
    How 529s Can Fit Into Estate Planning
    We again asked experts to help us answer reader questions on using “529” college-savings...
  • Tweets by @RetireBetter

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    What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
      Rebundling will become a core part of workflow and a way for fintechs. 
    The U.S. Justice Department has opened a criminal investigation into the manipulation of...
    Our discussion last week about representatives of the League of California...
  • 5 Estate Planning Tips to Keep Your Money in the Family
    Drawing up a will, checking your beneficiaries and setting up a trust can help keep your...
    Leave Your Money to Your Heirs
    It's the ultimate gift to your loved ones. An airtight estate plan not only takes the...
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