Appropriate Uses of Permanent Life Insurance
Before buying any permanent life insurance policy, be sure you understand if you're one of the rare doctors for whom it actually makes sense.
Before buying any permanent life insurance policy, be sure you understand if you're one of the rare doctors for whom it actually makes sense.
Though most people only consider income tax when doing tax planning, it becomes much more complicated when an irrevocable trust is involved.
Here's all you need to know about a Spousal Limited Access Trust (SLAT) and how it can benefit you and your family in your estate planning.
If you're thinking about estate planning, leaving an inheritance is probably a big consideration. Here are three big decisions to make.
Answering reader questions with WCI Ambassador Disha Spath on merging finances with a significant other, 529 plans, and trust beneficiaries.
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.
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.
Revising your Estate Plan should be at the top of your to-do list if you're getting remarried. Here are 6 updates you don't want to put off.
PIMD has been thinking about his mortality a lot more recently. Here's how he's protecting his family by taking estate planning seriously.
Do you dream of passing down wealth to your family for generations to come? Perpetuating wealth across generations is harder than you might think.
Digging into estate planning today. We're talking wills, revocable trusts, life insurance trusts, taxes, making lifetime gifts, step-up in basis, and a whole lot more.
Most high-income professionals should form a revocable living trust to avoid the cost and hassle of the probate process. Here's what you need to know.
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.
Estate planning is a process whereby you can ensure your wishes are met, probate is avoided, and estate taxes are minimized
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.