What to do After the Death of a Spouse
Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly
Category: Wealth and Family
Inheriting a Trust Fund: Distributions to Beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
How a Roth IRA Could Make Your Kid a Millionaire
Updated for 2023. For most parents, it’s a trifecta: help your kids learn about investing, save for retirement, and get fast-tracked to becoming a millionaire.
That’s Terrible…But It Would Never Happen To Me: Real Life Estate Planning Nightmares
Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in
How to figure out if you can afford to send your kids to private school
Private school isn’t always part of the plan for many families. Parents often try to buy a nice house in a great school district under
3 Things You Should Know About Your Parents’ Estate Plan
Estate planning discussions are seldom had between loved ones. And understandably so; asking your spouse or parents to discuss their mortality isn’t exactly a conversation