How to Structure Gifts and Transfers to Adult Children
For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.
10 Important Financial Considerations for Caregivers – Daily Flash Briefing
Caregivers generally tend to their elderly or disabled family members as a labor of love, but it can also be taxing for them financially. These tips can help you manage the financial side of caregiving so everyone feels more comfortable.
Walmart and Kroger Increase Price of At-Home Rapid COVID-19 Tests – Daily Flash Briefing
BinaxNOW at-home rapid COVID-19 tests are now being sold for $20 at Walmart and $24 at Kroger, following the expiration of an agreement with the White House.
6 Must-Have Estate Planning Elements
These basic components create an effective estate plan, preserving the value of your assets and ensuring your desired legacy is carried out.
Webinar – Estate Planning in the Age of Coronavirus: What You Should Do Now to Get Your Financial Affairs in Order
Your estate plan is an investment in you and your family's future! Watch the full webinar replay to get actionable steps to offer immediate protections for your estate.
Why Everyone Needs a Will
A will is an essential part of any estate plan, as it's the primary document for transferring your assets upon your death. Discover how to get started in writing one, and learn the details of what a will protects.
How to Build Your Estate Plan Using Roth IRAs and Life Insurance
If you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance.
Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park
Discover simple strategies that will help you create an ideal and effective estate plan.