Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...
Editor's note: This is the fourth article in a monthly step-by-step guide for getting your financial house in order. We've already brought you info on compiling your net worth statement, asset titling ...
When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...
Editor’s Note: This is part one of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduces the concept, and subsequent articles will cover leaving ...
As the end of the year approaches, it’s natural to start thinking about what we’ve accomplished and what still needs attention. For retirees, this time of reflection should include checking in on ...
When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and ...
️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...
As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...
Olivia Gee is a Sydney-based writer and editor working across personal finance, lifestyle and sustainability. She is an insurance expert with ASIC RG146 Tier 2 Certification to provide general ...
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