Estate Planning
Guide
QTIP Trusts 101
A QTIP in the financial field refers to Qualified Terminable Interest Property, a definition used in forming a special type of trust. QTIPs ...
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Q&A
Asked by Martha
Answered by Prateek Mehrotra, Financial Adviser in Appleton, WI
Martha,
The answer to your question is Yes.
Most of us make more than one will during
our lifetimes; circumstances change, and our
estate planning needs to chan...
Q&A
Asked by Edna
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Absolutely. You need to think about what
would happen if you cannot make decisions for
yourself. Go to a good estate planning
attorney and get a living will, power o...
Guide
Step-Up in Home Basis 101
The “basis” of your home is the value of your home for tax purposes. Your original cost basis is the amount of money that you paid for your ...
Guide
When Financial Documents Don’t Agree
Written by Dan Crimmins, Financial Adviser in Woodcliff Lake, NJ
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Q&A
Asked by Edna
Answered by David Schlossberg, RFC, AIF, C(k)P in East Dundee, IL
Everybody has a last will - the choice though
is do you want to draft it now, or do you want
the probate court to draft it for you. You can
dictate the direction of yo...
Q&A
Asked by Kathleen
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
This is an excellent question. Annuities
may/may not be an ideal situation for you, but
I think it would be in your best interest to
compare and understand all your op...
Guide
Guide
8 Important Financial Steps for Widows/Widowers to Take
Written by Phillip Christenson, CFA in Plymouth, MN
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