What will happen to my digital assets if I die or become incapacitated?
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
Estate Planning and Income Tax Basis
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
All in the Family: Transferring a Business to Your Children
Transferring your business interest to your children may incur gift and estate taxes. Careful planning can help. Learn more in this Business Tip.
Famous People Who Failed to Properly Plan
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.
What is a payable on death (POD) account?
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
Questions to ask Aging Parents
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.
Leave Your Business to Your Family
A successful succession plan addresses management succession as well as ownership and estate planning issues. Learn more in this Business Tip.
Expecting a Large Inheritance? Don't Count on It
Considering your parents live could spend 25+ years in retirement, you may not want to count on a large inheritance. Read more in this Financial Tip.
Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.