Estate Planning
3 Financial Protections for Live-In PartnersWe'll show you why cohabitating singles have to take a few extra steps if they want to have the same legal rights as their married counterparts.
5 Estate Planning Moves For Those Without HeirsJust because you don't have heirs doesn't mean you should put off these five important estate planning moves.
Reduce Your Federal Estate Tax With These 4 Powerful Estate Planning ToolsMore and more successful Baby Boomers are preparing for retirement, making it more important than ever that they understand the sophisticated (and legal!) tools available to protect their estates.
Combine Charity, Flexibility & Big Tax Savings with a Charitable Remainder UnitrustIf you want to increase your income, lower your taxes and create a charitable legacy, you can pull off this estate planning hat trick by setting up a Charitable Remainder Unitrust (CRUT).
Shield Your Hard-Earned Money from Uncle Sam With a TrustMake sure your wealth doesn't vanish when you pass -- put it in a trust. Read about the benefits of a trust here, and how you can find the right one to suit your needs.
A Clever Estate Planning Tool That Keeps You In ControlIf you're ready to start transferring your life savings to the next generation, but you're not quite ready to give up control, consider forming a Family Limited Partnership. Not only can you keep hold of the reins, but you can minimize estate taxes at the same time.
How to Handle the Financial Fallout After the Death of a SpouseNo one likes to think about it, but how would you handle your finances if your spouse suddenly died? Here’s a guide to help you protect your savings in a true worst-case scenario.
Entrepreneurs and Estate Planning: Protecting the Golden GooseSmall business owners ordinarily are shrewd about how to handle money -- except when it comes to planning their estates. If you’re an entrepreneur, here’s how to avoid jeopardizing your legacy.
Slash Your Taxes Using Charitable Giving PlansHere's how to slash your taxes, boost your income and perform altruism -- all in one fell swoop.
Shrewd Philanthropy: How to Give Without Getting TakenBy following these how-to steps below, you can avoid the scams and get the most benefit from every charitable contribution.


