Having your will done doesn’t mean you’re done with estate planning. While the last will and testament is easily the best-known estate-planning document, it’s not...
Estate Planning
All Estate Planning Articles
Living Trust vs. Will: What You Should Know
Wondering whether a will or a living trust is the appropriate document for your estate plan? The answer is simple—you should probably have both. These...
Not All Inheritances Have to Be Equal
Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says that parents should leave equal...
Time to Revise Your Will?
Will your will actually do what you want it to do? You might never know—but your heirs could pay the price if it doesn’t. Working...
Time to Review Your Estate-Planning Tools
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made perfect sense when you put...
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 trusts, shield assets from threats...
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 be aware that there’s a...
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…
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.
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.
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.
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.