That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Under the new Biden administration, the president has made his intentions clear about the potential to change the tax code.
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.