Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

This week we ae focusing on the basics of estate planning, and the importance of having a plan regardless of how much o how little you have. The term estate planning has a stigma associated with it ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

Many families, individuals and business owners are concerned about what might happen to their wealth upon their passing. One of the most common concerns is fear surrounding estate tax. As a business ...