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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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Passing on the Family Business
Smooth the transition when handing the reins of your company to the next generation.
 
ASK KIM
Inheriting Worthless Stock
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 Estate-Tax Puzzle is Becoming Clearer
The future of the estate tax is more certain now than it's been in years.
 
ESTATE PLANNING
Six Steps to a Good Will
This is no time for shortcuts. Learn what you should do to make sure your final wishes are carried out.
 
ESTATE PLANNING
Stretch Your IRA to Last for Generations
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.
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.
Heirs. Creditors. The IRS. How to handle them all if it's up to you to settle an estate.
You don't have to have billions, like Warren Buffett or Bill Gates, to improve the world through philanthropy. Millions of Americans do it on a smaller scale each year, and a lot of them are creating their own mini foundations with no legal hassle.
It pays to know what charges to expect when planning a funeral for yourself or a loved one.
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Try our new retirement savings calculator to see if your nest egg will provide you enough income in retirement.
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