How to use this tool
How to use this tool
Estate PlanningInvestorGuide Staff
Don't let your estate fall into the wrong hands. Learn about the importance of determining your net worth and planning your estate
Planning Your Estate
InvestorGuide Staff
Learn the difference between wills and living trusts, and determine which one is right for your estate. Read More
Learn the difference between wills and living trusts, and determine which one is right for your estate. Read More
Irrevocable Trusts
So You Don't Have An Estate Plan? That Could Be Costly.
Why Does Estate Planning Matter?
Estate Planning is for Everyone
Top Ten Estate Planning Goofs
Estate Planning
Tips for Estate Planning
Estate Planning - A Gift for Your Heirs
Putting Your Final Affairs in Order
Getting More Out of Your Retirement Assets
Divide and Conquer
Planning for the Worst
Important Legal Documents
Where to Keep Estate Documents and for How Long?
10 Strategies for Preserving Your Wealth
Consider an Estate-Planning "Checklist"
Tips to Consider for Your Estate Plan
Getting Organized for Heirs
Estate Planning for Combined Families
Yours, Mine, and Ours: Estate Planning for Today's Blended Family
Assets in Joint Ownership: Could This be a Problem?
Does Your Estate Plan Work?
Estate Planning for Retirement Accounts
Dealing with Asset Basis
Probate: Things You Should Know
Preserving Wealth: Planning Steps for Your Stage of Life
Letter of Instruction
So You Don't Have An Estate Plan? That Could Be Costly.
Why Does Estate Planning Matter?
Estate Planning is for Everyone
Top Ten Estate Planning Goofs
Estate Planning
Tips for Estate Planning
Estate Planning - A Gift for Your Heirs
Putting Your Final Affairs in Order
Getting More Out of Your Retirement Assets
Divide and Conquer
Planning for the Worst
Important Legal Documents
Where to Keep Estate Documents and for How Long?
10 Strategies for Preserving Your Wealth
Consider an Estate-Planning "Checklist"
Tips to Consider for Your Estate Plan
Getting Organized for Heirs
Estate Planning for Combined Families
Yours, Mine, and Ours: Estate Planning for Today's Blended Family
Assets in Joint Ownership: Could This be a Problem?
Does Your Estate Plan Work?
Estate Planning for Retirement Accounts
Dealing with Asset Basis
Probate: Things You Should Know
Preserving Wealth: Planning Steps for Your Stage of Life
Letter of Instruction
Estate Plans and Your Family
Tim Koenning
Learn about the generational gaps in 'legacy planning' thinking in order to use that info to have an open, comprehensive discussion with your family. Read More
Learn about the generational gaps in 'legacy planning' thinking in order to use that info to have an open, comprehensive discussion with your family. Read More
Would Your Survivors Spend It All?
Want to Avoid a "Family Feud" When Naming Beneficiaries?
Discussing Inheritances with Heirs
Inter-Generational Communications
A Medical Power of Attorney Can Protect Your Health Care Rights
Family, Fortune & the Perils of Success: Introduction
Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail
Investing an Inheritance or Windfall
The Dreaded Probate Process
Want to Avoid a "Family Feud" When Naming Beneficiaries?
Discussing Inheritances with Heirs
Inter-Generational Communications
A Medical Power of Attorney Can Protect Your Health Care Rights
Family, Fortune & the Perils of Success: Introduction
Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail
Investing an Inheritance or Windfall
The Dreaded Probate Process
Beneficiaries
Roger Wohlner
These pointers can help you select the most appropriate beneficiaries for your estate which will make sure that your wealth is not wasted. Read More
These pointers can help you select the most appropriate beneficiaries for your estate which will make sure that your wealth is not wasted. Read More
Trusts
Tony DiSorbo
Have you taken the proper steps to ensure your family's future? Navigate the complex world of wills and trusts to see which option is best for you. Read More
Have you taken the proper steps to ensure your family's future? Navigate the complex world of wills and trusts to see which option is best for you. Read More
Further Estate Considerations: A Trust to Manage Assets
Introduction to Charitable Remainder Trusts
Charitable Trusts Can Work for You
Help Your Family and Charity with These Trusts
Using Charitable Trust in Your Retirement Planning
Using CRTs to Build Family Wealth
Thinking Through a QTIP Trust
Incentive Trusts Gain Momentum
Bypass Trusts for Married Couples
Generation Skipping Trust Planning: Family Leaders Series
Living Trusts: Fact and Fiction
Providing a Structured Income Stream for Heirs without a Trust
Dynasty Trust Is Not Just For the Wealthy
Generation Skipping Trust
Trust Mills: Clear and Present Dangers
The Right Scenario
Introduction to Charitable Remainder Trusts
Charitable Trusts Can Work for You
Help Your Family and Charity with These Trusts
Using Charitable Trust in Your Retirement Planning
Using CRTs to Build Family Wealth
Thinking Through a QTIP Trust
Incentive Trusts Gain Momentum
Bypass Trusts for Married Couples
Generation Skipping Trust Planning: Family Leaders Series
Living Trusts: Fact and Fiction
Providing a Structured Income Stream for Heirs without a Trust
Dynasty Trust Is Not Just For the Wealthy
Generation Skipping Trust
Trust Mills: Clear and Present Dangers
The Right Scenario
Wills
Roger Wohlner
A will is not just for the rich. This article examines the reasons many avoid creating a will, and why skipping it is a bad idea. Read More
A will is not just for the rich. This article examines the reasons many avoid creating a will, and why skipping it is a bad idea. Read More
Giving to Charity
Tim Koenning
Discover some of the basic rules of federal gift taxation and how they should influence your estate plan. Read More
Discover some of the basic rules of federal gift taxation and how they should influence your estate plan. Read More
Information for Executors
John Armstrong
Reading this article will help you understand the responsibilities of an executor which will help you pick the most competent executor for your estate. Read More
Reading this article will help you understand the responsibilities of an executor which will help you pick the most competent executor for your estate. Read More
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