No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
67% of individuals over age 50 want to use their wealth to invest in their children and grandchildren.
It’s going to take more than a super hero to unravel the mess that Stan Lee left behind.
Often overlooked, the beneficiary designation can be one of the easiest ways to move assets directly to heirs without going through the probate process.
Just because Warren Buffet wants billionaires to sign his giving pledge, doesn’t mean you have to. However, not everyone wants to leave everything to their kids.
Most of us don’t realize how important it is to save and plan for retirement, until we’re around the corner from that big change. Sometimes you can catch up, and sometimes you have to delay retiring.
If the trust is not accomplishing its original purpose, you may need to make a change. That’s sometimes a result of situations changing, while at other times because they were not set up correctly.