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If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
It's the largest piece of retirement legislation passed since 2006. While the bill includes some marginally favorable changes for younger savers, it's actually the people at or near retirement that are most immediately impacted.
The holiday season is in full swing, and for most of us, our focus has officially shifted to all that comes with it; decorating, attending parties, and rounding out the gift list. It’s also a critical time to be thinking about your money, beyond the holiday shopping budget.