Key Takeaways:
- Don’t “set and forget” your estate plan—revisit it regularly and revise it if necessary.
- Be sure you’re getting advice from someone with
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones
Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50.
“Gray divorces
It’s likely that you expect to use your assets to give your family a good life in the here and now—things like travel and college tuition. But have you thought
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special
