How Estate Plans Can Help Family Members Avoid Legal Battles
Takeaways Family problems can become legal issues when a loved one needs end-of-life care or passes away, leaving an inheritance. A comprehensive estate plan can help your loved ones avoid family fights by addressing potential issues before they become legal...
Wealth Building With Cryptocurrency: A Generational Divide
Takeaways Many older Americans shy away from cryptocurrencies as an investment vehicle for their retirement. Millennials and Gen Z also view cryptocurrencies as risky — but as a risk worth taking. We’re living in an increasingly digital world where virtually all areas...
Transfer-On-Death Accounts: A Useful Estate Planning Tool
Takeaways A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death. TOD accounts can help your loved ones receive your financial assets upon your death without having to go...