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Articles tagged: Estate Planning & Asset Protection
Protecting Assets and Financial Empowerment in Divorce
Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.
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Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan
Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
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Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.
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Estate Planning for Unmarried Couples: P is for Planning, Not Palimony
Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.
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Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions
Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions.
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Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.
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The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?
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Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
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