4+ day, 4+ hour ago   (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...

4+ day, 20+ hour ago   (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...

5+ day, 6+ hour ago   (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...

5+ day, 6+ hour ago   (148+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. How much do you know about the massive wealth about to change hands? The Great Wealth Transfer is upon us: A decades-long…...

5+ day, 7+ hour ago   (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...

5+ day, 13+ hour ago   (1269+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the…...

5+ day, 20+ hour ago   (1711+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy. Joseph…...

1+ week, 1+ day ago   (505+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist During my long career in journalism, I…...

1+ week, 4+ day ago   (761+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Why outliving men and closing the wage gap means women need a drastically different approach to estate planning. Women's financial lives are…...

2+ week, 1+ day ago   (984+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off. Few subjects are as…...