Estate Planning
Featured
More on Estate Planning
5 Estate-Planning Mistakes That Could Cost Your Family
Small estate-planning missteps can create major headaches for your heirs.
Retirement Planning for Couples Without Children
Not having kids can change how you save, spend, and plan for your postwork years.
Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
Your expertise helped create your wealth. These five strategies can help ensure it continues supporting your family for generations.
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.
How to Tackle Estate Planning Basics in 7 Steps
Guess what? You’ve probably already started the process.
4 Financial Worries to Cross Off Your List
Some concerns belong in the ‘unlikely to happen/deal with it when it actually does’ bin.
4 Financial Tasks You Shouldn’t Put Off
How to make sure these common financial ‘pain points’ don’t imperil your plan.
3 Big Questions to Ask Your Aging Parents
Talk to them about finances, estate planning, and living arrangements.
5 Smart Ways to Use Your Tax Refund
These strategies can turn your tax refund into lasting financial progress.
Why Age 75 Is a Turning Point for Retirement Housing Decisions
Understanding cost, care, and complexity when deciding where to age.
The IRA Decision That Affects Your Kids
How your spouse handles an inherited IRA can shorten—or extend—your children’s tax-deferred growth.
Harry Margolis: How to Confront Aging Challenges Head-On
An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.
How QCDs Work and When They Make Sense
Everything retirees need to know about qualified charitable distributions, especially in terms of taxes and RMDs.
Your Loved Ones Will Inherit a Lot From You—Including Your Facebook
Three simple steps to get your digital affairs in order and leave your loved ones only what you want them to remember.
United States