Retirement Planning

Conservatorships vs. Powers of Attorney: Which Is Right for You?

You may need to manage the affairs of a loved one who no longer is able to make decisions. A power of attorney is a low-cost, straightforward way to do this, but your situation may require a conservatorship instead. Read more…

Creating a Trust When Your Family Has Debt

It’s still possible to protect your assets for loved ones after you pass away with a trust – even if you have debt. Learn how your debt could affect any trusts you may want to create. Read more…

What Are Your Top Retirement Concerns?

Retirement can be a relaxing stage in life, but for some it comes with a whole new set of anxieties. Many seniors have concerns other than simply whether or not they will leave behind an inheritance. Read more…

The Stretch IRA – a Powerful Estate Planning Tool

The value of an IRA as a retirement-planning tool is well known. However, even if you don’t need an IRA to fund your retirement, it can be a useful estate planning tool. Read more…

The Advantages of a Trust over a Will

Trusts and wills have the same essential function: passing your property to your heirs after your death. However, the differences in how the two documents operate should be carefully considered before choosing between them. Read more…

The Risks of Using Joint Tenancy to Avoid Probate

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended—and costly—consequences. Read more…

How Can Partnering With TuckerAllen Benefit Your Clients?

Financial planners are responsible for their clients’ full financial picture, and they frequently advise and remind clients to create an estate plan as the last piece of the puzzle. Naturally, the client often asks, “Can you recommend an estate planning attorney?” Read more…

Should Your Retirement Planning Include Estate Planning?

Preparing for retirement includes anticipating the level of one's future income and the lifestyle it will allow. However, retirement planning should also include estate planning. Read more…

Creating a Wealth Transfer Plan

Without a will or trust, state law determines who receives your assets when you pass. This could mean the assets don’t get distributed the way you and your beneficiaries want. A wealth transfer plan can help. Read more…

The Importance of Updating Beneficiary Designations

Setting up beneficiary designations -- and keeping them updated -- is an important part of ensuring that the people named in your will receive the assets designated to them. Here are some tips on keeping beneficiary designations updated. Read more…


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