Estate Planning Advice for LGBT Couples After the Supreme Court
(The following is adapted from The LGBT & Modern Family Money Manual.) No matter what your familial configuration or marital status, estate planning is something every person needs to address. But...
View Article6 Essential Estate Planning Steps for You and Your Parents
(This article is based on the new book, A Legacy Undone by Terrie and Jon Hull). We’d been married for more than 30 years and were very close with Terrie’s mother “Jean,” spending every holiday and...
View ArticleSimple Steps to Prevent Future Family Inheritance Rifts
Several years ago, a longtime client of mine passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the wife receiving financial assets as...
View ArticleUse This 14-Point Checklist to Review Your Estate Plan
Many Americans have estate plans in place — but unfortunately, many are incomplete and the most important subjects aren’t even addressed. I compiled this 14-point checklist to help create a sound...
View Article5 Ways Your Family Can Create and Build Wealth
When you think of your family, mission statement and strategy are probably not the first terms that come to mind. But, as I explain in my new book, The Business of Family: How to Stay Rich for...
View Article5 Things People Forget to Include in Their Will
(This article previously appeared on GOBankingRates.com.) Many people overlook writing a will until they become parents, launch a business or buy a first home. And even when they do finally craft this...
View ArticleEstate Planning Advice for Singles
While discussions for estate planning often focus on married couples, estate planning for a single person is equally as important. In many instances, a single person may need to do things differently...
View ArticleThe 5 Things to Do First When You Retire
(This article previously appeared on Grandparents.) Thanks to an entire Internet worth of articles and financial advice, we know what to do in the years leading up to retirement. But what about...
View ArticleThe Best Ways to Protect Your Digital Legacy
(This article appeared previously on HuffingtonPost50.) We all know we’re supposed to have a will that lays out plans for our earthly belongings. But what about your virtual ones? In these days of...
View ArticleRetirement Planning, Estate Planning and Investing: All Struggles
Today’s grim financial news: Americans, especially those nearing retirement, are struggling with retirement planning, estate planning and making investment decisions. Those are key findings in the...
View ArticleEstate Planning 101
A recent Hearts & Wallets survey found that estate planning was particularly problematic for many Americans in their 50s and 60s. What’s more, of all the financial tasks the survey listed, estate...
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