How Grandparents Can Best Provide For A Grandchild With A Disability

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...
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What happens to your 401(k) when you die? Beneficiary rules and taxes

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.
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Joint Accounts, Beneficiary Designations, and the Accidental Disinheritance Problem

One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and ...

'We are super screwed': This couple burned through a $171K inheritance in under a year and accumulated more debt. How to make sure your windfall lasts

This phenomenon is sometimes called Sudden Wealth Syndrome (SWS), a psychological condition affecting people who suddenly ...

The Biggest Wealth Shift in History Could Transform Your Financial Future

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.