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Category: Estate Planning

How Much Money Should You Leave to Your Children?

You can help ensure that the money you leave behind isn’t frittered away, and that it doesn't become an instrument of destruction in a loved one's life.
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Preparing Financially for the Death of Your Spouse

80% of married women outlive their husbands, and widows live an average of 14 years after their spouse’s death. Here's how to prepare financially.
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Will Your Beneficiaries Benefit as You Intend?

A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
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Attention Husbands: You Should Know About SMI’s Ministry to Widows

Widows often need personalized, objective financial advice. We want to help them get it.
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Which Assets Should You Withdraw First During Retirement?

Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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How to Set Your House in Order

Unless the Lord returns first, the odds are 100% that each of us will die. When the time comes, will your financial house be in order?
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Making the Most of What’s Left of the Stretch IRA

A new law has curtailed the stretch IRA, but with the right beneficiary designations and the right conversations, an inherited IRA can still stretch pretty far.
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The New Law of the Land on RMDs, IRA Contributions, and More

Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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The New Law of the Land on RMDs, IRA Contributions, Stretch IRAs, and More

Shoppers aren't the only ones hustling and bustling as Christmas approaches. The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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A New, Better Process for Getting Started With MoneyGuidePro

MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
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