Estate Planning

Questions to Ask a Friend or Family Member You Want As Your Executor or Trustee

Questions to Ask a Friend or Family Member You Want As Your Executor or Trustee

June 6, 2016

Here’s what to ask a family member or friend before naming that person executor of your estate or trustee of…

Questions to Ask When You Select a Professional Executor or Trustee

Questions to Ask When You Select a Professional Executor or Trustee

Douglas D. Wilson, CFP, CTFA | June 6, 2016

Although most people choose friends or family members to be executors of their estates and trustees of their trusts, some…

How to Influence Your Heirs from Beyond the Grave

How to Influence Your Heirs from Beyond the Grave

Charles A. Redd, JD | March 16, 2016

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

How to Leave an IRA to Grandkids

How to Leave an IRA to Grandkids

Diane Pearson, CFP, CDFA | September 17, 2014

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

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

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

March 26, 2014

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

Go Your Own Way: Eight Alternatives to a Traditional Funeral
Estate Planning

Go Your Own Way: Eight Alternatives to a Traditional Funeral

Joshua Slocum | June 6, 2012

When a loved one dies, his/her relatives, friends or estate often pay upward of $10,000 for a "full-service" funeral without…