Financial Poise

Articles tagged: Estate Planning & Asset Protection

a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

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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Giving money to charity

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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Entwined adult hands, here symbolizing property rights for unmarried couples

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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Hiring a Corporate Trustee

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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a baby boomer woman, representing women and the great wealth transfer

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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gauzy beach scene symbolizing IRA beneficiaries, 401ks, and tax hikes

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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