
Should I Look at I-Bonds for My Estate Plan?
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.

Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.

Veterans could see their benefits boosted by the biggest margin in four decades after Congress on Thursday finalized plans to guarantee that veterans’ checks see the same cost-of-living boost as Social Security payouts.

There are two documents everyone needs in their estate plan: The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.

A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.

The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.

The way in which assets are titled can be vital.

Famed country singer Johnny Cash had five children — but he only left his inheritance to one of them for a surprising reason.

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

The pandemic has changed how many of us view our priorities. That includes whether to craft a will.