Estate planning in Retirement

Only Estate planning: the latest headlines first, then BRO’s own Estate planning stories and video. All of Retirement →

Start with the water shutoff and the names in the photographs, twenty minutes at a time, and tell somebody where you put it.

Generosity is good. Unbudgeted generosity is how people end up seventy-eight years old and dependent on the children they were trying to protect.

Give me something to do with my kids this weekend

Most people put this off for years. The actual work is about three hours at a kitchen table, and here's what to bring to it.

The order you spend your savings changes the tax bill

Same portfolio, same spending, two very different lifetime tax bills. What separates them is which account you touch first.

Poll

That’s everything on Estate planning in Retirement.

Keep reading in