Trusts and Estates

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Estate Plan: Roth Conversion?

Submitted by Stephen P. Giulietti on Monday, December 8, 2014 - 12:00pm

Your individual retirement account can constitute one of the richest assets you can leave to heirs. In some circumstances, your heirs benefit if you convert your traditional IRA to a Roth before your death. Whether to convert depends on many of your needs and circumstances.

Planning: It Takes Two

Submitted by Hilary Hendershott on Wednesday, December 17, 2014 - 12:00pm

When taking on a partnered client, it takes two. I always want to meet with both parts of the couple. Sometimes, I am often disappointed to find women don’t want to play an active role in money matters. Planning investment strategies and long-term finances takes active input from both wife and husband.

How to Meet Financial Goals

Submitted by Barry Glassman on Monday, December 8, 2014 - 3:00pm

Your training to live a healthy financial life began in our first article, and you may be coming to realize that your budget is more out of shape than you thought. Like reading healthy recipes and counting calories to develop good eating habits, tracking your spending is the first and most important step toward achieving your financial goals.

The Gift of a Heartfelt Letter

Submitted by Lewis J. Walker on Friday, November 14, 2014 - 3:00pm

Do you remember how you felt the last time you received a beautifully written letter from a loved one, dear friend or even a person with whom you had a falling out? In a world of social networking, micro-blogging and 140-character tweets, letter writing is a fast-fading art. But writing a meaningful letter should not fade away.

Talking About Estate Plans

Submitted by Rick Kahler on Friday, November 7, 2014 - 3:00pm

Estate planning can be one of the most emotionally difficult aspects of financial advice. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans.

While most of us probably accept in theory that these conversations are important, actually carrying them out can be terribly difficult.

Here are a few suggestions that may help:

Estate Plans for Gen Y?

Submitted by Sophia Bera on Friday, October 24, 2014 - 12:00pm

Dying is really difficult to think about when you’re young and just revving up the best years of your life. But think: What would happen to your assets? To your family or loved ones? Estate planning looms large even for millennials.

If you were born between 1980 and 2000, consider this topic from a new perspective: Estate planning isn’t about expecting the worst. It’s about protecting the people you care about and making sure the assets you work hard to earn eventually disperse in a way you approve, no matter what.