YOUR RETIREMENT
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PLAN, SAVE & MAKE YOUR MONEY LAST
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Want to pass on your values to the next generation? Set up a rewards system with an incentive trust.
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Smooth the transition when handing the reins of your company to the next generation.
ASK KIM
Are you the heir to shares of a failed company? There may still be time to take a loss on stock that no longer holds value.
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The future of the estate tax is more certain now than it's been in years.
ESTATE PLANNING
This is no time for shortcuts. Learn what you should do to make sure your final wishes are carried out.
ESTATE PLANNING
Tax-deferred assets can grow for decades if your heirs don't make mistakes.
ARCHIVES
If you've been asked to serve as an executor, lay the groundwork now.
If parents don't designate beneficiaries for their investments, their wills or the state will determine who inherits the assets.
Life is ever-changing and so are your estate-planning needs. Here are seven situations in which you'll want to re-evaluate your will.
Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.
Budding philanthropists can invest their money and give to their favorite charities.
Save time, money and hassle by steering assets away from the probate process when you die.
Confusion over Leona Helmsley’s will serves as a reminder of the importance of smart estate planning. Here’s help.
From probate and ownership division to the taxing arm of Uncle Sam, here are four things that can influence what happens to your belongings.
Donate appreciated securities, instead, to your favorite charity.
Heirs. Creditors. The IRS. How to handle them all if it's up to you to settle an estate.
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CALCULATOR: WILL YOUR SAVINGS MEET YOUR NEEDS?
Try our new retirement savings calculator to see if your nest egg will provide you enough income in retirement.
Top 5: YOUR RETIREMENT TOOLS
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