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Beneficiaries
September 28, 2026
You bought life insurance to care for the people you love. But should the money go directly to your spouse or through your trust? The answer starts with what your family needs the money to do, not a rule that one choice is always better…
March 22, 2026
Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work…
February 22, 2026
Understanding the tax implications of different inherited assets can help you structure your estate to minimize your beneficiaries' tax burden…
February 23, 2025
The July 2024 passing of beloved Gen X actress Shannen […]
May 15, 2019
Going on vacation entails lots of planning: packing luggage, buying […]
September 10, 2018
Last week, we shared the first part of this series […]