Estate planning is a critical part of your financial life. Nobody gets out alive. The basics aren't that complicated. Here's what you need to know.
Thinking of endowing a university scholarship? It's surprisingly easy to get set up and can cost less than you might think.
Don't let the tax ignorance or sleight of hand of insurance salesmen cause you to mistakenly purchase a life insurance policy you don't need.
In today's podcast, we discuss the cost and value of asset protection planning and various ways to protect your wealth -- from basic insurance to offshore trusts.
Have you considered a Family Limited Partnership (FLP) to meet your wealth preservation goals? FLP's can make sense for some docs under the right conditions. But all docs? Not even close.
While the higher estate tax exemption limits enacted in 2013 dramatically simplified estate planning for many people, wealthy professionals may still run into issues with an estate under $10M.