Leaving a Legacy
There are four ways your property will pass on to your heirs. Now is the time to make sure arrangements are in order. Find out more in this week’s Financial Tip.
Women and Estate Planning
They say men are from Mars and women are from Venus, but is this true when it comes to estate planning? Find out in this week’s Financial Tip.
Estate Tax is Portable—For Now
For 2012, the basic estate tax exclusion amount is portable between spouses.
The Problem with Do-It-Yourself Estate Planning
The one-size-fits-all fill-in-the-blank forms that do-it-yourself estate planning sources provide may be attractive to some individuals because they cost a fraction of what attorneys typically charge. But is saving a few dollars worth the risk and potentially high cost of doing things incorrectly? Find out in this week’s Financial Tip.
Financial Tip: The New Estate Tax Rules and Your Estate Plan
2010 Tax Act created new provisions for estate tax laws. Read how these may temporarily affect your estate plan in this week’s Tax Tip.
Wills: The Cornerstone of Your Estate Plan
Jennifer Thomas, CFP® joins “Money Talks” to discuss how important it is for a family to have a Will in place.
Are You Prepared for an Inheritance?
The “Money Talks” hosts provide advice for one listener who inherited her father’s home and 401(k).
Betting on a Yuan/Dollar Correction and Considering Custodial Accounts
The "Money Talks" hosts answer listeners’ questions about investing in the Chinese yuan and opening a custodial account for a minor.
Loss of a Spouse
Bil Lako, CFP® addresses a listener’s question regarding the loss of a spouse.
Planning for Aging Parents
Jennifer Thomas, CFP® answers a listener’s question on how to plan for an aging parent.