See if you remember this: you started at your new job with a meeting with HR. You signed a lot of paperwork, agreeing with corporate policies and acknowledging receipt of the company handbook. You also named a person or persons…
Through a planned giving donation from one couple’s estate and a second donation from an anonymous donor, this community foundation is positioned to do a great deal of good in the coming years. With two donations totaling more than more…
We hear a lot about the importance of having the right mix of large and small caps, domestic and international, bonds and other investments, to create a strong and stable investment portfolio. The same thing is true, when it comes…
Talk about playing favorites! If these accounts are true, then only one of Angelina and Brad Pitt’s six children will inherit all of Angelina’s wealth. As reported by the Hollywood News Daily in its article, “Angelina Jolie Plans To Leave…
We never know when tragedy will strike, an accident occurs, or a diagnosis of a serious illness is given. Having an estate plan, including these specific documents, is part of being a responsible adult and preparing for whatever the future…
With less room for error, it makes sense that someone with a modest home and retirement savings needs estate planning to protect their families. When a billionaire loses half of his wealth in a divorce, they’re still wealthy. But when…
If you want a simple way to pass a part of your estate to a spouse, one way to do it is through the use of Transfer on Death (TOD) accounts. Many spouses share a checking and savings account. Both…
Data from one source points to one state—New Mexico—as the new hot spot for retirees. It may be a stereotype, but didn’t everyone on the East Coast retire to Florida, and everyone from the Midwest went to Arizona? That’s all…
An expanded life expectancy is a blessing, but it could also be a curse, if you run out of money and there’s no way to generate any new money. Deferred annuities are an option. A study from the Employee Benefit…
Where many succession plans go off the rails, is when they focus solely on the economics of the business. That may work fine for a corporation, but for a family business, the dynamics and relationships of the family members must…