Although the most common method for distribution is outright to beneficiaries directly, for some beneficiaries, an outright distribution can lead to significant problems. Particularly for ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

Although the most common method for distribution is outright to beneficiaries directly, for some beneficiaries, an outright distribution can lead to significant problems. Particularly for ...

The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have ...

If you're filing an immigration form - or helping someone who is - the Feds may soon want to look in your eyes, swab your ...

They took a chance on me, and I wrote persistently about the Christian right, its assaults on secular law and governance, and ...

If you’re in a blended family or have specific concerns, you need to think about a binding death benefit nomination.

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

Navigating our investments and planning for the unexpected is not just about wealth creation, it’s also about protecting the people we love. It may not be the easiest topic to face, but ensuring our ...

After Adam Liljenberg's grandmother died, his grandfather was ready to downsize and move into an assisted living facility. As Swedes, they were familiar with Swedish death cleaning, the idea that as ...

If you’re going to leave one child more, at least communicate your reasons while you’re still here. Otherwise, the resentment can live longer than you do. Make a personal property memo, a simple list ...

In my almost fifteen years in the financial planning profession, I’ve had the privilege of sitting across the table from clients in very different life stages — young professionals taking their first ...