inheritance
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Latest
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7 Stocks to Give Your Grandchildren
A pick of stocks to give your grandchildren as long-term gifts.
By Dan Burrows Published
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18 States With Scary Death Taxes
Estate Tax Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.
By Sandra Block Last updated
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It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
By Shane W. Cummings, CFP®, AIF® Published
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States That Won't Tax Your Death
Estate Taxes How much will your children —or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington Published
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
By Kara Duckworth, CFP®, CDFA® Published
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Are Your Heirs Prepared?
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance.
By Elaine Silvestrini Published
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Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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Four Reasons You Don’t Need a (Revocable) Trust
Sometimes a basic will, setting up TOD and POD designations and choosing beneficiaries for retirement accounts, life insurance and annuities will do the trick.
By Evan T. Beach, CFP®, AWMA® Published
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Four Reasons Retirees Need a (Revocable) Trust
Just because an estate attorney or ad recommends a revocable trust doesn’t mean you actually need one. However, maybe one of the following situations applies to you.
By Evan T. Beach, CFP®, AWMA® Published