Including key family members in estate planning, when possible, ensures smooth transitions, prevents conflicts, and creates a clear path for carrying out your wishes, while partnering with trusted professionals provides an alternative when family involvement isn’t practical or desirable.
With thoughtful financial planning, animal lovers can use strategies like RMDs, Donor-Advised Funds, and pet trusts to support both their pets and animal charities, ensuring their legacy reflects their passion for animal welfare.
Learn why socially isolated seniors are prime targets for financial abuse and discover key steps you can take to help protect them from becoming victims.
Before making decisions on inherited assets, discover why consulting a financial advisor is essential for navigating complexities, minimizing taxes, and ensuring your wealth works best for you.
Freezing your credit is one way to protect your sensitive information. Learn more about what a credit freeze is and how to freeze your credit.
For many people, retirement might not look exactly like they envisioned, and that’s okay! Here are some tips on how to embrace change in retirement.
Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.
Learn essential steps to responsibly manage inheritance by establishing early relationships with fiduciary advisors and discussing considerations with your benefactor in our latest guide for younger generations.
