29 July 2021
Estate Planning in the Age of Millennials
When it comes to managing and passing down wealth, going digital solves a myriad of problems
Millennial Estate Planning Surges During Pandemic: Survey
The volume of individuals seeking estate planning solutions, especially online, has more than doubled
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
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
As clients continue to reach different financial milestones, it is good to check in on the...
A panel of experts expressed support for a SECURE Act 2.0 package and said expanding...
The SECURE Act 2.0 offers savings stimuli to employees and employers alike in the form of...
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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