Beneficiaries

Wealthy and Wise

Beneficiary Control of Trusts—How Much Is Just Right?

You have to walk a fine line to give your heirs just the right amount of control over their trusts. Here’s how to do it.

Wealthy and Wise

The Terrible and Shockingly Common Estate-Planning Mistake

Many people leave wealth to their heirs only to have those assets scooped up by creditors or other outsiders. How to prevent that.

Beneficiaries

Fund Roth IRAs For Grandkids

You might know that a Roth IRA is a way to grow your nest egg without any future tax payments…

Beneficiaries

Fund Roth IRAs for Grandkids

You might know that a Roth IRA is a way to grow your nest egg without any future tax payments…

Beneficiaries

How to Influence Your Heirs from Beyond the Grave

Do you feel strongly that your granddaughter should attend the same college you did? Or that your wayward son should…

Beneficiaries

The IRS Will Rob Your Heirs Unless You Do This

Don’t make the common mistake of neglecting tax planning for your estate just because it’s unlikely that the estate will…

Beneficiaries

How to Leave an IRA to Grandkids

Leaving an IRA to your grandchildren rather than your children could make it more valuable to your family. Heirs who…

Beneficiaries

Loving Gifts to Give Your Heirs (Long Before You Die)

You don’t have to wait until you pass away to bestow financial benefits upon your eventual heirs. And there are…

Beneficiaries

Inheritance Hijackers: The Thieves Are Likely to Be Family Members

Americans are due to inherit more than $100 trillion in the coming two decades. Unfortunately, billions of those dollars will…

Beneficiaries

Don’t Make These Costly Mistakes When Naming Beneficiaries

If you have drafted a will, you may think that it dictates who inherits all of your assets and how…

Beneficiaries

Make Your Heirs Millionaires

Your most important estate-planning document is not your will... Though a will is typically the document that gets the most…