Tips to Protect Your Loved Ones From Estate Debt

As you approach retirement and the later stages of your life, you may be considering your legacy and how you will pass your assets on to your loved ones. Perhaps you want to fund your grandchildren’s education or help your grown children get started on their retirement nest egg. Maybe you have assets that hold

3 Common Business Succession Myths

Are you a business owner without a succession plan? If so, you’re not alone. According to a recent poll from Nationwide, 60 percent of small-business owners don’t have a succession plan in place. Among those without one, nearly half believe such a plan isn’t necessary.1 If you don’t have a succession strategy, you could be

3 Smart Strategies for Leaving Assets to a Charity

Do you have a favorite charity you want to support as part of your legacy? While you may wish to leave a substantial portion of your estate to loved ones, it’s common for individuals to also include charities among their heirs. One way to leave money to a charity is to simply include the organization

Don’t Let Probate Threaten Your Legacy

You’ve worked hard over your life to build a career, earn income and accumulate assets. As you approach retirement, you may be thinking about how best to pass that legacy on to your loved ones. Everyone’s estate planning goals are different and unique to their own needs and circumstances. Perhaps you want to help your

Will These Types of Debt Impact Your Estate?

As you enter retirement and the final phase of your life, you may be thinking about the legacy you will leave behind for your loved ones after you pass away. Maybe you want to leave an inheritance that your grandchildren could use to pay for college. Or perhaps you want to leave a nest egg