The first thing to do if you want to have a baby, according to a financial planner

Anna Baluch •
Business Insider
The first thing to do if you want to have a baby, according to a financial planner

If you’d like to become a parent in the near future, there is one financial move you can’t afford not to make. According to Ryan Cole, certified financial planner and private wealth advisor in San Francisco, that move is buying life insurance. Generally, you need life insurance if someone else is depending on your income,

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Ten reasons why you need a trust

Christine Fletcher •
Forbes
Smiling adult sisters hanging out in kitchen eating lunch

Clients often ask, “Why do I need a trust?” This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption amount from approximately $5 million per person to $11 million per person or $22 million per couple. Those amounts are adjusted

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How the millennials’ investment portfolio is changing the face of the estate planning industry

Anand Srinivasan •
equities.com

The estate planning market was originally conceived to handle the distribution of assets (mainly real estate) among the descendants of deceased rich people. There were two objectives to this exercise. Firstly, estate planning helped structure the distribution of wealth among the deceased’s spouse, children and other friends and relatives. The second objective was tax planning.

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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

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