Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish

Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected ...

My sister died and left me as the beneficiary on her 401(k). I could really use the cash — but should I let this nest egg mature or crack into it now?

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

Want to Leave Money to Your Descendants But Still Keep Control? Choose Your Trustee Wisely

If you want to leave money to your descendants - and want to ensure it's done right - the choice of trustee is key.