Estate Planning

Create a Lasting Legacy with a Dynasty Trust
Estate Planning

Create a Lasting Legacy with a Dynasty Trust

An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…

Little-Known Tools for Retirement and Estate Planning
Estate Planning

Little-Known Tools for Retirement and Estate Planning

The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…

The Shrewdest Money Moves You Can Make in 2021
Estate Planning

The Shrewdest Money Moves You Can Make in 2021

With interest rates way down and stock prices, as well as car prices, way up, Bottom Line Personal asked five financial experts for some of the shrewdest money moves you can make ...

New Financial and Health Protections for People with Chronic Disabilities
Estate Planning

New Financial and Health Protections for People with Chronic Disabilities

For people with chronic disabilities, here are better ways to protect finances and health options.

Prepare Your Finances for an Emergency Handoff
Estate Planning

Prepare Your Finances for an Emergency Handoff

Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.

Pros and Cons of Electronic Wills
Wills

Pros and Cons of Electronic Wills

Electronic Wills 101. Some long-established rules governing wills are changing. The result could be increased convenience—or an invalid will.

How Your Trust Can Avoid Taxes by Changing States
Wealthy and Wise

How Your Trust Can Avoid Taxes by Changing States

You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.

Estate Planning That Benefits from Low Interest Rates
Wealthy and Wise

Estate Planning That Benefits from Low Interest Rates

A time of low interest rates can be great for shifting assets to a younger generation.

How to Protect Your Assets Against Creditors
Wealthy and Wise

How to Protect Your Assets Against Creditors

Be careful how you design a trust to bullet-proof your assets against creditors.

How to Head Off Costly Battles Over Wills and Trusts
Wealthy and Wise

How to Head Off Costly Battles Over Wills and Trusts

By taking these actions before you die, it’s often possible to avoid conflicts over wills and trusts after you die.

Plan for the Death You Want
Estate Planning

Plan for the Death You Want

You know how you want your end of life to be managed. Make sure everyone else knows, too—so your wishes will be honored

Estate Planning for Families with Stepchildren
Wealthy and Wise

Estate Planning for Families with Stepchildren

The presence of stepchildren can lead to possible conflicts of interest in estate planning. Here’s how to handle the possible problems.

The New Rules to Protect Your Online Accounts After You Die
Estate Planning

The New Rules to Protect Your Online Accounts After You Die

The laws on controlling digital accounts after someone dies have been quietly changing. Here's what you need to know.

Why You Should Review Your Estate Plan Now
Wealthy and Wise

Why You Should Review Your Estate Plan Now

Given the frequent changes in tax laws, now may be the right time to conduct a thorough review of your estate plan. Here’s how.

The Right Way to Leave a Bequest for the Care of Your Pet
Wealthy and Wise

The Right Way to Leave a Bequest for the Care of Your Pet

Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.