Wealth and Family

Estate PlanningInheritanceSudden WealthTax & Estate PlanningTrustsUpdated for 2022Wealth 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 about how trust funds work is useful, there are limitations. Trusts can be complex, highly customizable tools, so what applies to one situation may not…
Kristin McKenna
August 31, 2020
Financial PlanningFinancial Planning for CouplesFinancial planning for new parentsFinancial tips for expecting parentsInsuranceWealth and Family

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? In general terms: some single people may need life insurance, individuals or couples with young children almost always need life insurance for a period of…
Kristin McKenna
September 21, 2016