If you have a lost a partner or spouse whether through divorce or death, being newly single can be not only an emotionally painful experience, but a financially difficult experience as well. Below are 5 self-protection steps you can take to get back on track...
If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss. Liability insurance should be your first line...
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring the...
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. ...
Being the owner of a family business can complicate your personal estate planning, since no doubt much of the wealth you want to pass on to your heirs is tied up in the business. Being able to do so in a tax-advantaged way – and in a way that won’t cause a family...
