A Primer On Estate Planning Using Trusts

A Primer On Estate Planning Using Trusts

When you think of a trust, do you think of the ultra-wealthy? If you do, then you’re not alone! Many people conjure up images of the stereotypical “trust fund baby” when they hear the word. But in reality, trusts can be a great tool for a...
9 Things You Need to Know About Creating a Will

9 Things You Need to Know About Creating a Will

Making a will is not always a pleasant task to consider. But, it’s so important — neglecting to put your wishes in writing can cause a big headache for your family down the road. 2 in 5 Americans over the age of 45 don’t have a will at all, which...
Did You Know? 5 Fun Estate Planning Facts

Did You Know? 5 Fun Estate Planning Facts

Estate planning can be a heavy subject. We all know we have to do it, but thinking about our own mortality is not an easy thing. Our “Guide to Legacy & Estate Planning” covers all of the gritty details – how to start with estate planning, when and how to...
Tips for Managing Aging Parents’ Finances

Tips for Managing Aging Parents’ Finances

If you wait too long to set up a plan to help manage your aging parents’ finances, you might encounter unnecessary problems down the line. Talking about money can be uncomfortable, especially when you are having the conversation with loved ones or...
The Journey: Mapping Life’s Financial Decisions

The Journey: Mapping Life’s Financial Decisions

Excerpts from a feature (“The Journey: Mapping Life’s Financial Decisions”) originally published in the Fall 2017 edition of the quarterly magazine Confident Money. (Digital Subscriptions to Confident Money are free.) If you want to talk...
Naming a Guardian for Minor Children in Your Will: How and Why

Naming a Guardian for Minor Children in Your Will: How and Why

How do you decide who should be your child’s guardian? As a parent, you likely find yourself quietly admiring your child’s latest triumph—riding a two-wheeler without training wheels, mastering tennis, crushing the spelling bee, the list is long. But do you...
Heirlooms: Your Guide to Legacy Planning

Heirlooms: Your Guide to Legacy Planning

Excerpts from “Heirlooms: Your Guide to Legacy Planning,” an interview with Personal Capital’s Senior Estate Planning Strategist Jason Largey, originally featured in the quarterly magazine Confident Money. (Digital Subscriptions to Confident...
5 Key Estate Planning Documents

5 Key Estate Planning Documents

For more on estate planning, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their...
Have You Included Digital Assets in Your Estate Plan?

Have You Included Digital Assets in Your Estate Plan?

Failure to plan could mean some of your digital assets will be lost. Have you considered how much of your life is stored in digital accounts? Depending on your age, it’s possible that nearly every memory you have is electronic. For example, it’s not unusual...
Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

For more on estate planning, read our free “Guide to Legacy & Estate Planning.” Read the Guide. When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about....