inheritance planning
A Christmas Gift Beyond Measure: Estate Planning for Your Family
Margaret gave her family something that couldn't be wrapped—complete estate organization that would spare them stress and confusion when she's gone.
Lifestyle & Mindset
The Inheritance That Has Nothing to Do With Money
A Father's Day reflection on the most valuable thing my dad ever gave me, which was never going to show up on any account statement.
Retirement Income
Do I Need Life Insurance in Retirement? (An Honest Answer)
The honest answer is: it depends on the job you need it to do, and for some people it is no. Here is how to tell which side you are on. The first in our series, More Than a Death Benefit.
inheritance planning
Giving While You're Alive to Watch It
Most wealth passes at death, when heirs are in their sixties and need it least. There is a strong case, and some surprisingly generous tax rules, for giving while you are here to see what it does. Part six of Both Ends of the Table.
inheritance planning
Layering a Windfall Onto an Already-Full Plan
When you already have enough, an inheritance is not really about security anymore. It is about purpose. Here is how to think about deploying a windfall when your plan is already full. Part five of Both Ends of the Table.
inheritance planning
Susan's Unfinished Plan: When Estate Planning Goes Wrong
When Susan passed away unexpectedly, her three children discovered that even meticulous planning can fall short when beneficiaries aren't updated.