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Required Minimum Distributions for when you don't need them NOW

David Rae | Posted 09.06.2016 | Business
David Rae

Putting Your RMD's to Good Use Making the Most of Your RMD's By David Rae Certified Financial Planner™ Accredited Investment Fiduciary™ Seven...

Why Estate Planning Makes Sense at Any Age

Nathaniel Sillin | Posted 06.08.2016 | Business
Nathaniel Sillin

This article is intended to provide general information and should not be considered legal, tax or financial advice. It's always a good idea to consul...

I Made My Will By The Time I Turned 30

Pauline Paquin | Posted 05.13.2016 | Business
Pauline Paquin

This post appeared first on Centsai You know the saying attributed to Benjamin Franklin: "In this world, nothing can be said to be certain, except de...

Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?

Carrie Schwab-Pomerantz, CFP | Posted 04.25.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I have two grown sons: one is a corporate attorney and one teaches English at a public high school. Needless to say, their incomes are q...

5 Questions to Ask When Inheriting a House

Jimmy Burgess | Posted 04.04.2016 | Business
Jimmy Burgess

What do we do with this house 500 miles away from where we live? This was the question my wife and her sister asked when they inherited their mom's ho...

10 Things You Should Save To Give To Your Kids Someday

The Huffington Post | Ann Brenoff | Posted 04.04.2016 | Fifty

Chances are, you never use your Grandma's china set although you've schlepped it along for multiple moves because the idea of selling it feels wrong. ...

The Transfer on Death Deed

Brad Reid | Posted 03.29.2016 | Business
Brad Reid

Over half the states have enacted legislation allowing transfer on death deeds. Missouri was first in 1989 and, after a pause of nearly a decade; othe...

Keeping the Peace Between Adult Children in Estate Planning

Nathaniel Sillin | Posted 03.24.2017 | Business
Nathaniel Sillin

Family relationships evolve over a lifetime, for better or worse--even without money factored into the picture. When finances are thrown into the mix,...

Decoding the Dark Matter of the Human Genome

Elena E. Giorgi | Posted 02.12.2017 | Science
Elena E. Giorgi

In 1994, researchers from Harvard and Stanford published a paper in which they described three mice: one was yellow and fat, one mottled and fat, and ...

5 Things to Do With an Unexpected Inheritance

Nathaniel Sillin | Posted 12.10.2016 | Business
Nathaniel Sillin

Whether it comes from a generous friend, relative or outside source, an unexpected financial windfall can be a life-changing blessing... or a very tough money lesson.

5 Upsides of a Chronic Disease

Bill Brazell | Posted 12.07.2016 | Healthy Living
Bill Brazell

At my 25th college reunion, a classmate whom I hadn't met kindly asked me to talk about some of the positive things that had come out of inheriting a ...

Preparing for Inheritance: How to Avoid Losing It All

Steven Abernathy | Posted 11.10.2016 | Fifty
Steven Abernathy

Wealth management usually comes in two parts: financial planning to increase and manage your wealth, and estate planning to protect and pass the wealth along to heirs with as few taxes as possible.

Who Really Knows Why The Dying Grandma Shredded All Her Money?

The Huffington Post | Ann Brenoff | Posted 11.09.2015 | Fifty

By now we've all heard about the dying 85-year-old Austrian woman who supposedly chopped up $1 million rather than let her relatives inherit it. Headl...

A Legal Introduction to the Spendthrift Trust

Brad Reid | Posted 09.28.2016 | Business
Brad Reid

An individual may have concerns that an heir will recklessly waste an inheritance or, even if placed within a trust fund, in some manner sell (via fin...

7 Of The Most Unusual Wills Of All Time

The Huffington Post | Yagana Shah | Posted 09.21.2015 | Fifty

Wills are serious business. They are supposed to spell out how one would like their assets distributed after their death. But in some cases they also ...

Is Your Will Properly Signed and Witnessed?

Brad Reid | Posted 08.24.2016 | Business
Brad Reid

Some commentators also suggest that the entire will signing ceremony be recorded on video as an additional source of evidence concerning the mental state and competency of the testator. This is not legally required and a testator should consult her or his attorney.

Why Giving Your Heirs A Test Run With Your Money Makes Sense

Steven Abernathy | Posted 12.11.2016 | Fifty
Steven Abernathy

Actively making decisions on even a small amount of money can be a valuable experience. How heirs make decisions and problem-solve as a group is at the heart of this exercise.

Americans Are Leaving Less Money In Their Wills, But Not For The Reason You Think

Buck Wargo | Posted 05.13.2016 | Fifty
Buck Wargo

Some 59 percent of working-age Americans expect to leave a financial legacy to their children, but less than a third report actually receiving one.

WATCH: Can You Inherit Stress?

Slate | Paca Thomas | Posted 05.08.2015 | Home

A recent study from the University of Pennsylvania used 60 years of data on the snowshoe hare to identify stress as a major factor in the wildly varyi...

Inheritance Clutter

Brooks Palmer | Posted 06.22.2015 | GPS for the Soul
Brooks Palmer

My client talked about how she had inherited items from her brother and father when they passed on. She had gotten rid of some of these things over ti...

How to Prepare Heirs to Handle a Family Inheritance

Steven Abernathy | Posted 06.21.2015 | Fifty
Steven Abernathy

Say your grandfather is an excellent fisherman and he wants his heirs to be great at it, too. He could have his attorney write up a set of instructions. Or, if he really wants his heirs to learn how to fish, he could take them on a fishing trip to Montana every year for 40 years.

Who Gets Your Money?

Terry Savage | Posted 06.07.2015 | Money
Terry Savage

When you hear the word "beneficiary," you probably think of someone inheriting a lot of money -- the beneficiary of a will. But in reality the word covers a lot more than wills and estates.

What Warren Buffett Did For His Kids

Natalie Pace | Posted 06.06.2015 | Money
Natalie Pace

As you ponder what to do with your own tax refund, or how to pay less next year, now is a great time to make sure that your dough will get to your kids without them paying half (or more) to Uncle Sam in income taxes.

An Estate Administration Overview

Brad Reid | Posted 04.28.2015 | Money
Brad Reid

Estate administration involves the probate of the decedent's estate and typically includes three broad actions: (1) asset collection, inventory and appraisal; (2) collecting and paying debts and taxes; and (3) distributing the remaining assets to beneficiaries. This process may occur with or without a will and may occur subject to a probate court or outside a probate court.

The 5 Toughest Challenges of Inherited Wealth

Myra Salzer | Posted 02.20.2015 | Money
Myra Salzer

If you are ever in a position to inherit a large sum of money... or if somehow you find out you are a "beneficiary" of a trust... would you know what ...