Legacy & Estate Planning

Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

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. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or...
PITI & The 28% Rule

PITI & The 28% Rule

Perhaps the most important question to ask yourself when it comes to buying your home is: how does this purchase fit into my overall finances? Since buying a home is likely the largest purchase most of us will make, you need to consider several things when...
Setting Up a Trust Fund: What You Need to Know

Setting Up a Trust Fund: What You Need to Know

For more on estate planning and trusts, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure...
What is a Trust and Why Should You Create One?

What is a Trust and Why Should You Create One?

TweetMost people view trusts as something only necessary for the ultra-wealthy. But in reality, they can be a good, tax-savvy way to pass your estate on to your heirs, regardless of the size of your assets and family. They can also help you manage your...
Video: What is Legacy Planning?

Video: What is Legacy Planning?

At a high level, legacy planning is a comprehensive term that is usually used in context of planning for future generations – in essence, your legacy. It’s about deciding what to do with your estate (e.g. your assets) and what impact that ends up having on...
What is a Trust, and Who Needs One?

What is a Trust, and Who Needs One?

For more on estate planning and trusts, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for...
Where Does Charitable Giving Fit in with Your Legacy Planning?

Where Does Charitable Giving Fit in with Your Legacy Planning?

It’s coming up toward the end of the year – a time when many folks consider charitable giving. While giving to charity is a great idea year-round, now’s a great time to think about donating and how it fits into your legacy planning. While giving is good for...
Taxes and Your Estate Plan

Taxes and Your Estate Plan

They say only two things are certain in life: death and taxes. Unfortunately, sometimes the two come hand in hand, especially if you haven’t planned ahead. Enter taxes – and your estate plan. Currently, the estate tax only impacts those who are leaving...


Get to Know Your Money

App Store Staff Pick