Estate Planning for a Second Marriage: Fairly Deciding Who Gets What by Reader Contributors Estate planning for a blended family can be tricky. What is the fairest way to determine who gets what in your new family dynamic? Our readers offer tips. Gary,I am in need of...
Understanding When To Use a Power of Attorney by Rick Kahler Whatever the circumstances, remember that a power of attorney is a useful but potentially dangerous tool. Before you put that much power into anyone’s hands, here are some things you need to know and...
Estate Planning for the Soon-To-Be Retired by Gary Foreman Time to start putting an estate plan together? We get advice from an estate planning attorney on putting together an estate plan that will protect both you and your family. Estate planning always seemed like a...
6 Things To Discuss With Adult Children Before Leaving Them an Inheritance by Rick Kahler Discussing financial wishes with heirs is an important but often overlooked aspect of estate planning. Be sure to discuss these things with your adult children to avoid potential...
The Equitable Distribution of Family Heirlooms by Reader Contributors You want to be fair when leaving family heirlooms, but what’s the best way to do it? We get advice from our readers on dividing family heirlooms equally. Hi Gary,I have three adult daughters,...
Should You Create a Trust? by Rick Kahler A trust, done correctly, can go a long way to preserve wealth after the death of the wealth accumulator. We explore what ‘done correctly’ means and whether a trust might make sense for your accumulated wealth. When...
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