Estate planning is much more than getting the necessary documents in order. What legacy do you want to leave behind? Let’s help you explore this question.
Setting a beneficiary election on your retirement accounts helps ensure that your asset base aligns with your overall priorities.
Three ways to create a family legacy around philanthropy and inspire future generations to find passions and causes of their own.
Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.
How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
California’s probate process is cumbersome and expensive. Creating and funding an inter vivos revocable living trust is one way to avoid probate.
With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning for young adults.
To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate planning terms.
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.
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