Estate Planning for a Second Marriage
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal. Read the Article
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
By failing to make our update your Will, you may be accidentally disinheriting your heirs. Learn more in this Financial Tip.
Income in respect of a decedent is taxed on the estate’s income tax return, or passed through to the beneficiary, to be taxed on the beneficiary’s income tax return.
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
You have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really? Read the Article
The hosts of “Money Talks,” address a question on vesting. They cover different vesting options companies can offer and what vesting means to you as an employee.
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.