Six estate planning must-haves

Glenn Curtis •
Investopedia Stock Analysis
Profile side view of classic elegant stylish smart clever minded bearded business shark, ceo, leader in black jacket, working with paper documents in folder at workplace, workstation

Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes provisions allowing your family members to access or

Read More...


Estate planning: a family affair

Kimberly Lankford •
Kiplinger
Senior man and happy child running outdoors

If estate planning were just cold, hard numbers, it wouldn’t be one of the financial tasks that people avoid the most. Not only does creating an estate plan force you to confront your own mortality, but it also forces you to decide who gets your assets, whether all heirs should be treated equally and who

Read More...


Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are

Read More...


Estate planning answers for ‘hard’ assets like art, heirlooms

Grant Rawdin, CFP®, Founder, CEO, and J.D. •
Kiplinger
Printers tray oddments

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, many people are focusing on how to facilitate the flow of their assets to their children, grandchildren and great-grandchildren. While passing along more liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and

Read More...