General Interest

Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds enjoy protection from creditors, meaning they can’t be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited, the protection evaporates. This means your hard...

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration...

Essay Topic: Imagine that you are 80 years old and you are only now planning your will.  What would you want your legacy to be? Write a letter from your ideal future self to your current self, explaining what you will accomplish over the next 10 years, how you will accomplish it, and what the continuing impact of those accomplishments will be after you are gone.