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.
You Probably Don’t Need Life Insurance Forever
Life insurance is often an essential part of a family protection plan ‘in case of.’ Though there are many reasons to have life insurance, such
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
Should Married Couples Combine Their Finances?
What’s the best way for married couples to manage their financial life? This is a true “iceberg” question – seems innocuous enough but there’s a
When Should You Get Life Insurance?
Contrary to what an insurance salesperson may tell you, not everyone needs life insurance. So who needs life insurance and when should you buy it?