Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.
Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.
You can achieve your money-life balance with savings strategies.
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
When it's several decades away, you might categorize saving for retirement as a back-burner concern.
The question becomes, should they name a trust rather than an individual as a beneficiary of the IRA?
Preparing a will is one of the most important steps a parent can take to protect their family.
When you have finally decided to move from home to a senior retirement community that has levels of care—or when moving to a personal care/assisted living community—you and your family might not be in the mood to read legal agreements.
Probate is what's left over An alternative way to avoid the Probate process, or the frying pan, is by contract. Retirement plans, life insurances and investment accounts can have transfer-on-death…
If you have found your niche, now its time to take advantage of it. Are you in your 50s and now have some disposable income? It is time to take…