Guide Special Report Helping Your Aging Parents Updated: August 12, 2022 For many of us, it’s only a matter of time before we must heed the call and help our aging parents manage their day-to-day lives. The challenge is real, complex and growing each year. Whether you feel the need to step in now or you’re just thinking ahead, one way to approach … Read Morekeyboard_arrow_right
Article RMDs and the 10-Year Rule: An IRS Curveball By Andrew Busa — June 13, 2022 This week’s reader question: Can you shed some light on the IRS’ confusing new rule for IRA inheritance? You’re not the only one caught looking after the IRS threw its latest curveball. Their recent guidance was a surprise, and we’ve seen conflicting interpretations in the news and on social media. … Read Morekeyboard_arrow_right
Article Choosing the Right Trustee June 6, 2022 Trusts can protect your assets and transfer wealth to family members and charitable causes. But the efficacy of a trust depends largely on how well it’s managed. For a revocable or living trust (where assets remain in your control and terms can be altered), ensuring the funds remain in the right hands … Read Morekeyboard_arrow_right
Guide Special Report Managing Responsibilities Upon the Loss of a Loved One Updated: July 27, 2022 Mourning. Denial. Shock. Confusion. Anger. A loved one’s passing can be emotionally overwhelming—even before it comes to the responsibilities you may inherit at that time. We know from our personal and professional experience that grief can make even the simplest tasks difficult. Managing the affairs of someone who has passed can be … Read Morekeyboard_arrow_right
Article Estate Planning Resources in ONE Location May 3, 2022 Put your personal affairs in order using our comprehensive estate planning resources, including detailed checklists—organized in one location.Read Morekeyboard_arrow_right
Checklist Special Report Settling an Estate Checklist: 17 Critical Steps at a Difficult Time Updated: April 29, 2022 If the role of estate executor is in your future or you’re putting your affairs in order, then our Settling an Estate Checklist will guide you one task at a time. Drawing upon Adviser Investments’ decades of experience, our checklist includes a glossary of key terms and identifies 17 steps … Read Morekeyboard_arrow_right
Checklist Special Report Estate-Planning Checklist: Must-Haves Before You Die April 29, 2022 5 Critical Estate-Planning Must-Haves Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves. Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead … Read Morekeyboard_arrow_right
Article Will Planning Checklist: What to Include in a Will April 26, 2022 A will is an opportunity to express your final wishes, support loved ones and continue your legacy after your death.Read Morekeyboard_arrow_right
Article How to Contest a Will: Grounds and Evidence Required April 19, 2022 The odds of successfully contesting a will are low; therefore, seeking professional advice is step one.Read Morekeyboard_arrow_right
Article Medical Power of Attorney: Overview and Preparations April 5, 2022 Maintaining a medical power of attorney helps ensure your health care wishes are followed if you become incapacitated. Learn more.Read Morekeyboard_arrow_right