Trusts and Estates

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Your Best Estate Tool: Clarity

Submitted by Joseph A. Clark on Thursday, May 28, 2015 - 3:00pm

When your heirs sort out your estate, they’ll get no directions from you – unless you planned well for one of life’s most emotional moments. Let your loved ones grieve (someday) without rancor. Specify what you want before it’s too late.

How Money Can Buy Happiness

Submitted by Lewis J. Walker on Monday, May 18, 2015 - 9:00am

It’s a quintessential question: Can money buy happiness? The answer is: Yes, if it goes for the right things. Academic research shows that money buoys your happiness if you spend it on charity or other generous works and on buying experiences rather than things.

Billy Graham on Retiring

Submitted by Joseph A. Clark on Tuesday, April 28, 2015 - 12:00pm

One of our nation’s iconic religious figures has some very good advice for retirement. Most retirement guides talk about the money aspect. Billy Graham addresses how you will feel about retiring.

Blended Family Estate Tips

Submitted by Kimberly Nguyen on Thursday, April 23, 2015 - 12:00pm

Are you one of the many people in a family where you or your partner (or both) brought children from a previous relationship? In such so-called “blended families,” your death might enhance the conflicting emotions and competing interests that ignite inheritance feuds.

Higher Estate Taxes: Bad Idea

Submitted by Phillip Shrotman on Friday, February 27, 2015 - 9:00am

Boosting the tax on inherited wealth is a perennial goal of some politicians. And while the White House’s latest plan to boost the levy on estates faces a dim future in a GOP-controlled Congress, the concept will continue to pop up. There’s a lot wrong with this idea.

Bequeathing Your Retirement $

Submitted by Joseph A. Clark on Monday, February 2, 2015 - 12:00pm

Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your biggest investments: your individual retirement plan?

Leaving a Legacy of Wisdom

Submitted by Josh Patrick on Thursday, January 15, 2015 - 3:00pm

Too often in the world of wealth management, estate planning is about splitting up the money after people are gone. I think this is too bad. For me, leaving a legacy of wisdom and love is more important than leaving money.