Welcome back to The Runoff, where Aspen Journalism’s Water Desk provides insider news and water-related updates you won’t ...
The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It's ...
Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries.
If you have a specific situation that is likely to affect your estate plan — for example, if you’re a small-business owner or if you have a child with special needs —be sure to ask for ...
Estate planning and financial planning are often ... it possible to help clients in ways they hadn’t considered. For example, understanding fixed-indexed annuities means you can advise elderly ...
For many people, estate planning can be straightforward: They rely on their children for eldercare and typically name them as beneficiaries of their assets. It gets a lot more complicated for ...
Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good option. I am a 60-year-old single woman with no children. I am an only ...
As the landscape of estate planning continues to evolve in conjunction ... their assets to heirs without incurring estate taxes. For example, with the current estate tax exemption amount set ...