RETIREMENTGUY

Roth IRAs (individual retirement accounts) are increasingly popular in legacy planning because of their tax-free benefits on...

An estate plan helps designate who will receive your assets in the event of your death. Despite many thinking an estate plan is only for...

Estate planning mistakes can upend your best efforts to protect your family's finances after your death. Everyone can benefit from...

Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...

After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...

An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder...

Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...

It’s an unfortunate reality that estrangement from family members can be relatively common in our society. Cornell University sociologist...

There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for...

Recent blog posts discussed how the temporary portability regulations addressed several issues involved with making a valid portability...

Most people shouldn't be afraid of federal "death taxes." For 2022, only estates worth $12.06 million or more ($24.12 million or more for...

How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks,...

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...

If you are thinking ahead and considering the emotional toll that managing your estate can have on your loved ones, your plan should...

Instructions for the Afterlife: Preparing for the Inevitable This is a guest post from Robert Brokamp of The Motley Fool. Robert is a...

IF YOU'RE SINGLE AND die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in...

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a...

Sometimes in life things don't work out as planned. One of the most trying examples of this is when a couple decides they can't make...

Written by Kiplinger.com I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and...

A conservation easement is a voluntary legal agreement between a landowner and another party, usually a government agency or nonprofit...