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Estate Planning

Savings Bond Alert: Critical Changes You Need to Know About
There was a time when savings bonds were one the best guaranteed investment Uncle Sam ever came up. But now the Treasury is implementing another round of shocking (and downright dumb) changes that mean we can no longer recommend them. Get the full story on these critical changes now.
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8 Estate Planning Mistakes You're Making
Dear Friend, Death and taxes. Neither is any fun to think about, but both are inevitable. With another tax season behind us, you don’t have to think about taxes for a while, but don’t let... More »
From the Mailbag: Reverse Mortgages
Reverse mortgages have become increasingly popular as many seniors find themselves financially strapped because of both historically low interest rates and portfolios ravaged by the stock market during the past two years. A reverse mortgage enables older homeowners (62+) to convert part of the equity in their homes into tax-free cash without having to sell the home, give up title, or take on a new monthly mortgage payment.
More »Insurance is a Numbers Game
Did you know that there is a .33% (less than one half of one percent) chance that you will get in an automobile accident? But you have auto insurance, right? Did you know that there... More »
The Right Way to Draft Your Will
Everyone - and we mean everyone - should have a will. We know they're not fun to think about, but not having one could mean your loved ones aren't cared for the way you'd like. We'll show you the best way to draft your will.
More »8 Estate Planning Mistakes to Avoid
We know that a subject that involves talking about death is absolutely no fun. In fact, it's a little depressing, but very necessary. You owe it to yourself and, most of all, to your heirs to suck it up and make some smart estate planning decisions that will pay huge dividends when you're gone.
More »The Right Way to Draft Your Will
Everyone - and we mean everyone - should have a will. We know they're not fun to think about, but not having one could mean your loved ones aren't cared for the way you'd like. We'll show you the best way to draft your will.
More »Do You Need a Living Trust?
As you consider your estate planning strategy, you may want to look into a living trust. For some, this option offers many smart money advantages over a will - such as avoiding costly probate court and taking care of your needs while you're alive. Here are the facts about living trusts to help you decide if they are right for you and your loved ones.
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Savings Bond Alert: Critical Changes You Need to Know About
There was a time when savings bonds were one the best guaranteed investment Uncle Sam ever came up. But now the Treasury is implementing another round of shocking (and downright dumb) changes that mean we can no longer recommend them. Get the full story on these critical changes now.
More »Strategy to Avoid Estate Taxes
Chances are good that the Bush estate tax repeal will be wiped out by Congress this year. That means you could lose as much as 45% of your estate to taxes! Here's a strategy that can reduce your estate taxes so your loved ones keep more of what you worked so hard to leave behind.
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